Filed February 11, 2020
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,425 | $98,776-37.8% | $149,745-59.0% | $79,856-23.1% |
| Participation rate | 89.1% | 75.8%+13.3pp | 82.5%+6.6pp | 69.6%+19.5pp |
| Annual return | -4.20% | 27.38%-31.6pp | 276.72%-280.9pp | 31.71%-35.9pp |
| Employer contribution / active EE | $3,145 | $3,217-2.3% | $4,646-32.3% | $2,471+27.3% |
| Participant deferral / active EE | $7,982 | $5,681+40.5% | $6,843+16.6% | $3,741+113.4% |
| Admin fee / account holder | $7,157 | $6,053+18.2% | $9,312-23.1% | $5,306+34.9% |