Filed February 7, 2017
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 | $59,542 | $54,380+9.5% | $68,509-13.1% | $59,633-0.2% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | -3.51% | 2.83%-6.3pp | 8.27%-11.8pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $4,083 | $1,539+165.4% | $2,278+79.2% | $2,203+85.3% |
| Participant deferral / active EE | $4,688 | $2,643+77.4% | $3,382+38.6% | $3,192+46.9% |
| Admin fee / account holder | $2,373 | $3,885-38.9% | $5,275-55.0% | $4,297-44.8% |