Filed November 4, 2016 (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.)
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 | $54,488 | $64,010-14.9% | $108,359-49.7% | $64,340-15.3% |
| Participation rate | 75.9% | 49.4%+26.6pp | 70.1%+5.8pp | 55.2%+20.7pp |
| Annual return | 18.80% | 19.74%-0.9pp | 36.89%-18.1pp | 24.14%-5.3pp |
| Employer contribution / active EE | $1,726 | $1,029+67.8% | $2,399-28.1% | $1,862-7.3% |
| Participant deferral / active EE | $2,294 | $2,395-4.2% | $4,137-44.5% | $2,980-23.0% |
| Admin fee / account holder | $5,274 | $4,885+8.0% | $9,741-45.9% | $3,703+42.4% |