Filed April 10, 2019 (most recent of 3 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,713 | $87,834-68.4% | $133,975-79.3% | $62,881-55.9% |
| Participation rate | 98.0% | 83.4%+14.6pp | 87.1%+10.9pp | 69.3%+28.7pp |
| Annual return | 4.92% | 12.05%-7.1pp | 29.29%-24.4pp | 20.14%-15.2pp |
| Employer contribution / active EE | $1,711 | $3,482-50.9% | $5,211-67.2% | $2,281-25.0% |
| Participant deferral / active EE | $2,734 | $4,812-43.2% | $6,282-56.5% | $3,203-14.6% |
| Admin fee / account holder | $13,374 | $5,372+148.9% | $9,324+43.4% | $4,296+211.3% |