Filed November 28, 2018 (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.
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 | $78,533 | $138,393-43.3% | $184,256-57.4% | $80,959-3.0% |
| Participation rate | 94.7% | 83.9%+10.8pp | 86.8%+7.9pp | 67.7%+27.1pp |
| Annual return | 9.85% | 20.01%-10.2pp | 28.85%-19.0pp | 35.67%-25.8pp |
| Employer contribution / active EE | $672 | $4,847-86.1% | $6,427-89.5% | $2,757-75.6% |
| Participant deferral / active EE | $6,078 | $7,076-14.1% | $9,133-33.5% | $4,300+41.3% |
| Admin fee / account holder | $7,621 | $10,489-27.3% | $13,899-45.2% | $6,925+10.0% |