Filed October 11, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,135 | $89,277-36.0% | $322,681-82.3% | $52,729+8.4% |
| Participation rate | 100.0% | 16.7%+83.3pp | 27.6%+72.4pp | 12.6%+87.4pp |
| Annual return | 4.75% | 4.39%+0.4pp | 4.07%+0.7pp | 4.56%+0.2pp |
| Employer contribution / active EE | $6,727 | $12,633-46.8% | $36,235-81.4% | $15,526-56.7% |
| Participant deferral / active EE | $0 | $7-100.0% | $215-100.0% | $97-100.0% |
| Admin fee / account holder | $1,741 | $1,7410% | $7,128-75.6% | $1,711+1.7% |