Filed October 23, 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 | $66,169 | $86,298-23.3% | $111,308-40.6% | $85,847-22.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 10.14% | 19.99%-9.8pp | 54.67%-44.5pp | 318.61%-308.5pp |
| Employer contribution / active EE | $613 | $2,044-70.0% | $2,732-77.6% | $2,565-76.1% |
| Participant deferral / active EE | $3,404 | $3,641-6.5% | $4,487-24.1% | $3,952-13.9% |
| Admin fee / account holder | $7,369 | $8,189-10.0% | $7,965-7.5% | $6,261+17.7% |