Filed April 1, 2019 (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 | $143,684 | $85,171+68.7% | $172,753-16.8% | $72,976+96.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.99% | 27.32%-4.3pp | 803.00%-780.0pp | 81.02%-58.0pp |
| Employer contribution / active EE | $2,265 | $3,324-31.9% | $5,144-56.0% | $2,440-7.2% |
| Participant deferral / active EE | $4,022 | $3,260+23.4% | $5,198-22.6% | $3,608+11.5% |
| Admin fee / account holder | $6,819 | $5,880+16.0% | $13,956-51.1% | $5,124+33.1% |