Filed October 18, 2019 (most recent of 2 filings on file)
Total covered: 312 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $324,434 | $105,867+206.5% | $90,760+257.5% | $134,532+141.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -5.30% | -10.99%+5.7pp | -12.16%+6.9pp | 418.27%-423.6pp |
| Employer contribution / active EE | $15,550 | $3,464+349.0% | $2,922+432.2% | $4,741+228.0% |
| Participant deferral / active EE | $16,406 | $5,217+214.5% | $4,565+259.4% | $6,401+156.3% |
| Admin fee / account holder | $681 | $13,936-95.1% | $8,444-91.9% | $11,429-94.0% |