Filed January 3, 2017
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 | $42,942 | $44,221-2.9% | $121,220-64.6% | $56,287-23.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 71.8%+28.2pp | 69.9%+30.1pp |
| Annual return | -7.74% | -3.58%-4.2pp | 16.94%-24.7pp | -9.96%+2.2pp |
| Employer contribution / active EE | $2,295 | $1,480+55.1% | $4,023-43.0% | $2,111+8.7% |
| Participant deferral / active EE | $2,946 | $2,521+16.8% | $3,345-11.9% | $3,350-12.1% |
| Admin fee / account holder | $4,420 | $480+820.1% | $5,021-12.0% | $521+748.5% |