Filed April 11, 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 | $46,807 | $110,083-57.5% | $151,645-69.1% | $68,490-31.7% |
| Participation rate | 76.9% | 84.0%-7.0pp | 87.5%-10.6pp | 67.9%+9.0pp |
| Annual return | -15.31% | -10.12%-5.2pp | 3.34%-18.7pp | -7.85%-7.5pp |
| Employer contribution / active EE | $466 | $4,470-89.6% | $6,165-92.4% | $2,597-82.1% |
| Participant deferral / active EE | $3,188 | $6,526-51.1% | $8,363-61.9% | $4,028-20.8% |
| Admin fee / account holder | $519 | $7,718-93.3% | $11,614-95.5% | $5,403-90.4% |