Filed January 31, 2019 (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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $172,060 | $88,672+94.0% | $105,223+63.5% | $82,448+108.7% |
| Participation rate | 97.2% | 67.9%+29.3pp | 75.0%+22.2pp | 68.1%+29.2pp |
| Annual return | 15.59% | 30.86%-15.3pp | 180.65%-165.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $796 | $3,048-73.9% | $3,689-78.4% | $2,551-68.8% |
| Participant deferral / active EE | $15,086 | $4,036+273.8% | $5,072+197.4% | $4,139+264.5% |
| Admin fee / account holder | $15,855 | $7,146+121.9% | $8,859+79.0% | $7,234+119.2% |