Filed October 29, 2017
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,878 | $87,834-84.2% | $133,975-89.6% | $62,881-77.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 36.19% | 12.05%+24.1pp | 29.29%+6.9pp | 20.14%+16.1pp |
| Employer contribution / active EE | $2,815 | $3,482-19.2% | $5,211-46.0% | $2,281+23.4% |
| Participant deferral / active EE | $2,362 | $4,812-50.9% | $6,282-62.4% | $3,203-26.3% |
| Admin fee / account holder | $1,031 | $5,372-80.8% | $9,324-88.9% | $4,296-76.0% |