Filed December 19, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,477 | $60,349+0.2% | $74,184-18.5% | $62,881-3.8% |
| Participation rate | 56.1% | 72.7%-16.6pp | 76.6%-20.5pp | 69.3%-13.2pp |
| Annual return | 11.85% | 21.38%-9.5pp | 17.74%-5.9pp | 20.14%-8.3pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,477 | $2,856-13.3% | $3,550-30.2% | $3,203-22.7% |
| Admin fee / account holder | $4,629 | $4,261+8.6% | $5,586-17.1% | $4,296+7.8% |