Filed September 14, 2018 (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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,355 | $96,643+82.5% | $86,617+103.6% | $139,456+26.5% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | 11.38% | 106.57%-95.2pp | 591.91%-580.5pp | 373.45%-362.1pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $10,879 | $4,835+125.0% | $4,437+145.2% | $6,711+62.1% |
| Admin fee / account holder | $4,905 | $6,406-23.4% | $5,613-12.6% | $11,407-57.0% |