Filed February 25, 2015
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $33,977 | $138,078-75.4% | $125,363-72.9% | $134,509-74.7% |
| Participation rate | 95.5% | 84.5%+11.0pp | 82.4%+13.1pp | 81.2%+14.2pp |
| Annual return | -22.50% | 750.49%-773.0pp | 572.15%-594.6pp | 418.13%-440.6pp |
| Employer contribution / active EE | $3,227 | $5,245-38.5% | $4,815-33.0% | $4,741-31.9% |
| Participant deferral / active EE | $13,559 | $7,800+73.8% | $7,447+82.1% | $6,400+111.8% |
| Admin fee / account holder | $929 | $11,566-92.0% | $10,005-90.7% | $11,427-91.9% |