Filed December 1, 2017
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $81,944 | $53,063+54.4% | $124,206-34.0% | $82,637-0.8% |
| Participation rate | 96.1% | 58.4%+37.7pp | 69.6%+26.5pp | 68.1%+28.0pp |
| Annual return | 11.20% | 68.87%-57.7pp | 515.27%-504.1pp | 53.51%-42.3pp |
| Employer contribution / active EE | $6,497 | $1,530+324.6% | $3,540+83.5% | $2,552+154.6% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,968-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,986 | $4,281+39.8% | $5,929+1.0% | $7,339-18.4% |