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 | $175,359 | $91,179+92.3% | $178,499-1.8% | $79,852+119.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 8.34% | 24.19%-15.9pp | 151.10%-142.8pp | 31.72%-23.4pp |
| Employer contribution / active EE | $7,263 | $3,256+123.1% | $5,011+44.9% | $2,471+193.9% |
| Participant deferral / active EE | $5,170 | $3,236+59.8% | $5,202-0.6% | $3,740+38.2% |
| Admin fee / account holder | $3,647 | $6,749-46.0% | $13,986-73.9% | $5,306-31.3% |