Filed August 30, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $79,786 | $77,472+3.0% | $100,415-20.5% | $80,959-1.4% |
| Participation rate | 78.9% | 76.9%+2.0pp | 81.5%-2.6pp | 67.7%+11.3pp |
| Annual return | 12.21% | 37.26%-25.1pp | 49.47%-37.3pp | 35.67%-23.5pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,891 | $6,818-28.3% | $8,091-39.5% | $4,300+13.7% |
| Admin fee / account holder | $2,446 | $5,885-58.4% | $7,906-69.1% | $6,925-64.7% |