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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,554 | $45,087-25.6% | $69,483-51.7% | $72,976-54.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | -0.41% | 22.67%-23.1pp | 28.99%-29.4pp | 81.02%-81.4pp |
| Employer contribution / active EE | $3,929 | $2,055+91.2% | $2,780+41.3% | $2,440+61.0% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $353 | $3,057-88.5% | $3,841-90.8% | $5,124-93.1% |