Filed June 25, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,081 | $103,038-26.2% | $90,324-15.8% | $152,909-50.2% |
| Participation rate | 64.3% | 75.9%-11.6pp | 73.3%-9.0pp | 82.5%-18.2pp |
| Annual return | 5.44% | 95.25%-89.8pp | 78.15%-72.7pp | 345.46%-340.0pp |
| Employer contribution / active EE | $2,489 | $3,141-20.7% | $2,856-12.8% | $4,764-47.8% |
| Participant deferral / active EE | $4,310 | $4,282+0.7% | $3,885+10.9% | $5,851-26.3% |
| Admin fee / account holder | $1,655 | $6,177-73.2% | $5,356-69.1% | $11,601-85.7% |