Filed December 30, 2016
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,508 | $75,962-83.5% | $154,108-91.9% | $64,173-80.5% |
| Participation rate | 80.6% | 70.4%+10.2pp | 83.0%-2.4pp | 69.6%+11.1pp |
| Annual return | -3.42% | 30.32%-33.7pp | 735.21%-738.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,663 | $3,350-50.3% | $5,298-68.6% | $2,381-30.1% |
| Participant deferral / active EE | $4,409 | $3,175+38.9% | $5,081-13.2% | $3,470+27.1% |
| Admin fee / account holder | $327 | $5,589-94.1% | $13,411-97.6% | $4,887-93.3% |