Filed August 30, 2019 (most recent of 2 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.
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 | $18,974 | $41,377-54.1% | $109,313-82.6% | $62,881-69.8% |
| Participation rate | 97.7% | 57.5%+40.1pp | 71.3%+26.4pp | 69.3%+28.4pp |
| Annual return | 0.13% | 11.05%-10.9pp | 22.07%-21.9pp | 20.14%-20.0pp |
| Employer contribution / active EE | $2,350 | $1,276+84.2% | $3,892-39.6% | $2,281+3.0% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $304 | $2,884-89.5% | $5,666-94.6% | $4,296-92.9% |