Filed December 14, 2016 (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 8-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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,087 | $109,359-54.2% | $162,185-69.1% | $72,976-31.4% |
| Participation rate | 98.8% | 84.3%+14.6pp | 87.6%+11.3pp | 69.5%+29.3pp |
| Annual return | 20.55% | 25.46%-4.9pp | 115.61%-95.1pp | 81.02%-60.5pp |
| Employer contribution / active EE | $2,652 | $3,907-32.1% | $5,613-52.8% | $2,440+8.7% |
| Participant deferral / active EE | $4,556 | $5,481-16.9% | $7,297-37.6% | $3,608+26.3% |
| Admin fee / account holder | $2,992 | $7,972-62.5% | $10,844-72.4% | $5,124-41.6% |