Filed December 19, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $80,426 | $102,422-21.5% | $147,117-45.3% | $80,959-0.7% |
| Participation rate | 97.1% | 75.9%+21.3pp | 82.2%+15.0pp | 67.7%+29.5pp |
| Annual return | 5.76% | 135.16%-129.4pp | 420.54%-414.8pp | 35.67%-29.9pp |
| Employer contribution / active EE | $1,802 | $3,717-51.5% | $4,932-63.5% | $2,757-34.6% |
| Participant deferral / active EE | $3,651 | $6,652-45.1% | $8,065-54.7% | $4,300-15.1% |
| Admin fee / account holder | $3,965 | $7,953-50.2% | $12,993-69.5% | $6,925-42.8% |