Filed December 28, 2017 (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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,668 | $92,743+65.7% | $82,744+85.7% | $134,532+14.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.11% | 946.63%-959.7pp | 702.22%-715.3pp | 418.27%-431.4pp |
| Employer contribution / active EE | $11,167 | $3,273+241.2% | $3,008+271.3% | $4,741+135.5% |
| Participant deferral / active EE | $10,411 | $4,802+116.8% | $4,395+136.9% | $6,401+62.6% |
| Admin fee / account holder | $45,486 | $5,977+661.0% | $5,325+754.2% | $11,429+298.0% |