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 | $65,072-45.7% | $66,439-46.8% | $65,306-45.9% |
| Participation rate | 99.0% | 69.1%+29.9pp | 74.5%+24.5pp | 57.7%+41.3pp |
| Annual return | 7.78% | 21.50%-13.7pp | 757.66%-749.9pp | 21.94%-14.2pp |
| Employer contribution / active EE | $0 | $2,475-100.0% | $2,637-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $0 | $3,234-100.0% | $3,876-100.0% | $2,959-100.0% |
| Admin fee / account holder | $1,683 | $1,323+27.2% | $6,173-72.7% | $3,480-51.6% |