Filed February 10, 2015 (most recent of 3 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,834 | $125,797-2.4% | $170,043-27.8% | $75,173+63.4% |
| Participation rate | 96.6% | 83.6%+13.0pp | 87.0%+9.5pp | 67.2%+29.3pp |
| Annual return | 11.88% | 27.20%-15.3pp | 53.40%-41.5pp | 160.72%-148.8pp |
| Employer contribution / active EE | $5,603 | $4,616+21.4% | $6,790-17.5% | $2,671+109.8% |
| Participant deferral / active EE | $3,277 | $6,838-52.1% | $10,410-68.5% | $4,126-20.6% |
| Admin fee / account holder | $3,865 | $8,177-52.7% | $12,824-69.9% | $5,651-31.6% |