Filed February 5, 2018 (most recent of 4 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 | $38,991 | $94,529-58.8% | $140,019-72.2% | $64,173-39.2% |
| Participation rate | 80.4% | 84.1%-3.7pp | 87.5%-7.1pp | 69.6%+10.8pp |
| Annual return | -3.86% | 7.77%-11.6pp | 651.17%-655.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,251 | $3,812-67.2% | $5,605-77.7% | $2,381-47.5% |
| Participant deferral / active EE | $2,256 | $5,250-57.0% | $6,927-67.4% | $3,470-35.0% |
| Admin fee / account holder | $2,510 | $6,741-62.8% | $10,705-76.6% | $4,887-48.6% |