Filed November 10, 2016
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $276,019 | $91,198+202.7% | $178,503+54.6% | $79,856+245.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | -4.63% | 24.20%-28.8pp | 151.12%-155.7pp | 31.71%-36.3pp |
| Employer contribution / active EE | $11,084 | $3,257+240.4% | $5,011+121.2% | $2,471+348.5% |
| Participant deferral / active EE | $6,915 | $3,237+113.6% | $5,202+32.9% | $3,741+84.9% |
| Admin fee / account holder | $9,279 | $6,748+37.5% | $13,987-33.7% | $5,306+74.9% |