Filed August 2, 2016
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,830 | $146,267-24.2% | $197,124-43.8% | $82,448+34.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 86.7%-36.7pp | 68.1%-18.1pp |
| Annual return | -4.62% | 29.61%-34.2pp | 44.34%-49.0pp | 41.64%-46.3pp |
| Employer contribution / active EE | $4,212 | $4,723-10.8% | $6,227-32.4% | $2,551+65.1% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,048 | $14,422-78.9% | $16,298-81.3% | $7,234-57.9% |