Filed November 28, 2018
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,242 | $95,453+4.0% | $112,040-11.4% | $82,448+20.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 16.32% | 23.92%-7.6pp | 24.52%-8.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,098 | $4,224-50.3% | $5,098-58.8% | $4,139-49.3% |
| Admin fee / account holder | $3,941 | $9,013-56.3% | $12,098-67.4% | $7,234-45.5% |