Filed May 19, 2016
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,299 | $90,400+142.6% | $186,193+17.8% | $87,485+150.7% |
| Participation rate | 70.7% | 66.2%+4.5pp | 77.1%-6.4pp | 68.9%+1.8pp |
| Annual return | 1.31% | 22.15%-20.8pp | 78.03%-76.7pp | 26.06%-24.7pp |
| Employer contribution / active EE | $5,974 | $2,170+175.3% | $3,918+52.5% | $2,596+130.1% |
| Participant deferral / active EE | $6,310 | $4,330+45.7% | $6,513-3.1% | $4,274+47.7% |
| Admin fee / account holder | $15,486 | $8,673+78.6% | $11,058+40.0% | $7,775+99.2% |