Filed January 5, 2017 (most recent of 3 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.
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 | $147,379 | $81,358+81.1% | $155,556-5.3% | $80,959+82.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 9.35% | 33.39%-24.0pp | 64.84%-55.5pp | 35.67%-26.3pp |
| Employer contribution / active EE | $7,927 | $3,106+155.2% | $4,675+69.5% | $2,757+187.5% |
| Participant deferral / active EE | $4,907 | $3,455+42.0% | $5,631-12.8% | $4,300+14.1% |
| Admin fee / account holder | $35,755 | $7,994+347.3% | $15,885+125.1% | $6,925+416.3% |