Filed May 10, 2018 (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 | $105,251 | $48,314+117.8% | $67,561+55.8% | $80,925+30.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 13.42% | 18.28%-4.9pp | 3525.44%-3512.0pp | 35.65%-22.2pp |
| Employer contribution / active EE | $5,952 | $2,022+194.4% | $2,735+117.6% | $2,756+115.9% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,592 | $3,690-56.9% | $4,006-60.3% | $6,940-77.1% |