Filed February 13, 2020
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $42,573 | $48,078-11.4% | $78,676-45.9% | $62,881-32.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | -0.55% | 31.36%-31.9pp | 62.19%-62.7pp | 20.14%-20.7pp |
| Employer contribution / active EE | $4,017 | $2,015+99.4% | $2,850+41.0% | $2,281+76.1% |
| Participant deferral / active EE | $7,931 | $2,587+206.6% | $3,517+125.5% | $3,203+147.6% |
| Admin fee / account holder | $2,085 | $3,206-35.0% | $4,510-53.8% | $4,296-51.5% |