Filed January 22, 2020 (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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,479 | $103,000-69.4% | $90,300-65.1% | $152,885-79.4% |
| Participation rate | 52.4% | 75.9%-23.5pp | 73.3%-20.9pp | 82.5%-30.1pp |
| Annual return | 16.16% | 95.19%-79.0pp | 78.11%-62.0pp | 345.39%-329.2pp |
| Employer contribution / active EE | $1,348 | $3,138-57.1% | $2,854-52.8% | $4,763-71.7% |
| Participant deferral / active EE | $1,034 | $4,281-75.8% | $3,884-73.4% | $5,851-82.3% |
| Admin fee / account holder | $721 | $6,173-88.3% | $5,353-86.5% | $11,598-93.8% |