Filed January 8, 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 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $161,720 | $58,311+177.3% | $81,882+97.5% | $80,959+99.8% |
| Participation rate | 57.4% | 63.5%-6.0pp | 72.4%-14.9pp | 67.7%-10.2pp |
| Annual return | 10.80% | 41.85%-31.1pp | 779.47%-768.7pp | 35.67%-24.9pp |
| Employer contribution / active EE | $41,807 | $2,347+1681.6% | $2,916+1333.7% | $2,757+1416.3% |
| Participant deferral / active EE | $3,680 | $3,287+11.9% | $4,323-14.9% | $4,300-14.4% |
| Admin fee / account holder | $24,351 | $4,752+412.4% | $7,360+230.9% | $6,925+251.6% |