Filed September 23, 2016 (most recent of 3 filings on file)
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.
Participant 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,691 | $87,834-57.1% | $133,975-71.9% | $62,881-40.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 8.67% | 12.05%-3.4pp | 29.29%-20.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,069 | $3,482-69.3% | $5,211-79.5% | $2,281-53.1% |
| Participant deferral / active EE | $1,753 | $4,812-63.6% | $6,282-72.1% | $3,203-45.3% |
| Admin fee / account holder | $524 | $5,372-90.2% | $9,324-94.4% | $4,296-87.8% |