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.
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 | $32,349 | $100,938-68.0% | $90,461-64.2% | $158,982-79.7% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 10.10% | 1727.20%-1717.1pp | 1294.76%-1284.7pp | 302.99%-292.9pp |
| Employer contribution / active EE | $2,947 | $3,691-20.2% | $3,264-9.7% | $4,763-38.1% |
| Participant deferral / active EE | $5,045 | $4,350+16.0% | $3,964+27.3% | $5,983-15.7% |
| Admin fee / account holder | $843 | $6,510-87.0% | $5,617-85.0% | $11,252-92.5% |