Filed December 30, 2019 (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 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $25,635 | $65,376-60.8% | $87,102-70.6% | $65,185-60.7% |
| Participation rate | 59.6% | 75.3%-15.7pp | 76.9%-17.3pp | 70.2%-10.6pp |
| Annual return | 17.24% | 31.27%-14.0pp | 28.19%-10.9pp | 29.38%-12.1pp |
| Employer contribution / active EE | $955 | $1,822-47.6% | $2,521-62.1% | $2,177-56.1% |
| Participant deferral / active EE | $2,477 | $3,388-26.9% | $4,048-38.8% | $3,514-29.5% |
| Admin fee / account holder | $11,213 | $520+2057.4% | $7,491+49.7% | $847+1223.5% |