Filed December 14, 2015
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,490 | $61,660-14.9% | $80,022-34.4% | $64,173-18.2% |
| Participation rate | 93.6% | 71.7%+21.9pp | 75.8%+17.8pp | 69.6%+24.0pp |
| Annual return | -5.26% | -0.33%-4.9pp | 11.22%-16.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,078 | $1,810-40.4% | $2,468-56.3% | $2,381-54.7% |
| Participant deferral / active EE | $5,080 | $2,968+71.2% | $3,686+37.8% | $3,470+46.4% |
| Admin fee / account holder | $3,866 | $5,417-28.6% | $6,521-40.7% | $4,887-20.9% |