Filed March 2, 2020 (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 | $134,671 | $48,076+180.1% | $78,693+71.1% | $62,891+114.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.19% | 31.35%-24.2pp | 62.18%-55.0pp | 20.14%-13.0pp |
| Employer contribution / active EE | $9,096 | $2,015+351.5% | $2,850+219.2% | $2,281+298.8% |
| Participant deferral / active EE | $4,433 | $2,588+71.3% | $3,517+26.1% | $3,203+38.4% |
| Admin fee / account holder | $3,319 | $3,207+3.5% | $4,511-26.4% | $4,296-22.7% |