Filed January 8, 2019
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 | $66,841 | $56,894+17.5% | $84,753-21.1% | $62,881+6.3% |
| Participation rate | 79.7% | 68.5%+11.2pp | 76.6%+3.1pp | 69.3%+10.4pp |
| Annual return | 2.45% | 6.30%-3.9pp | 22.78%-20.3pp | 20.14%-17.7pp |
| Employer contribution / active EE | $4,312 | $2,400+79.7% | $3,574+20.6% | $2,281+89.0% |
| Participant deferral / active EE | $1,954 | $2,709-27.9% | $3,712-47.4% | $3,203-39.0% |
| Admin fee / account holder | $6,642 | $3,581+85.5% | $5,333+24.5% | $4,296+54.6% |