Filed April 5, 2018 (most recent of 2 filings on file)
Total covered: 10 employees
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $81,104 | $65,364+24.1% | $92,909-12.7% | $72,975+11.1% |
| Participation rate | 68.5% | 68.3%+0.2pp | 76.0%-7.5pp | 69.5%-1.0pp |
| Annual return | 34.87% | 42.11%-7.2pp | 109.44%-74.6pp | 81.01%-46.1pp |
| Employer contribution / active EE | $2,443 | $2,594-5.8% | $3,653-33.1% | $2,440+0.1% |
| Participant deferral / active EE | $5,028 | $3,128+60.7% | $4,238+18.7% | $3,608+39.4% |
| Admin fee / account holder | $3,879 | $4,251-8.7% | $5,795-33.1% | $5,124-24.3% |