Filed March 24, 2017
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,363 | $67,594-47.7% | $77,361-54.3% | $69,733-49.3% |
| Participation rate | 99.0% | 71.7%+27.3pp | 75.0%+24.0pp | 62.5%+36.5pp |
| Annual return | 7.78% | 19.20%-11.4pp | 1011.54%-1003.8pp | 15.22%-7.4pp |
| Employer contribution / active EE | $0 | $2,649-100.0% | $2,990-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $0 | $3,401-100.0% | $3,911-100.0% | $3,054-100.0% |
| Admin fee / account holder | $1,683 | $1,159+45.2% | $5,894-71.4% | $3,102-45.7% |