Filed February 21, 2017 (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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $86,666 | $167,522-48.3% | $151,639-42.8% | $134,532-35.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.10% | 7.81%-20.9pp | 3.34%-16.4pp | 418.27%-431.4pp |
| Employer contribution / active EE | $5,510 | $6,828-19.3% | $6,165-10.6% | $4,741+16.2% |
| Participant deferral / active EE | $2,864 | $8,986-68.1% | $8,363-65.8% | $6,401-55.3% |
| Admin fee / account holder | $12,565 | $13,780-8.8% | $11,613+8.2% | $11,429+9.9% |