Filed January 13, 2016 (most recent of 4 filings on file)
Total covered: 2 employees
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 | $16,152 | $100,060-83.9% | $149,721-89.2% | $70,126-77.0% |
| Participation rate | 87.5% | 83.6%+3.9pp | 87.1%+0.4pp | 69.5%+18.0pp |
| Annual return | 22.32% | 27.46%-5.1pp | 1501.67%-1479.4pp | 73.15%-50.8pp |
| Employer contribution / active EE | $1,655 | $3,661-54.8% | $5,444-69.6% | $2,343-29.4% |
| Participant deferral / active EE | $3,776 | $4,982-24.2% | $6,568-42.5% | $3,332+13.3% |
| Admin fee / account holder | $657 | $8,285-92.1% | $11,282-94.2% | $4,645-85.8% |