Filed April 8, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,322 | $69,518+117.7% | $59,883+152.7% | $135,382+11.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -10.94% | 7.95%-18.9pp | 3.46%-14.4pp | 519.77%-530.7pp |
| Employer contribution / active EE | $7,099 | $3,235+119.5% | $2,722+160.8% | $4,779+48.6% |
| Participant deferral / active EE | $8,390 | $4,204+99.5% | $3,402+146.6% | $5,609+49.6% |
| Admin fee / account holder | $1,240 | $5,734-78.4% | $3,591-65.5% | $10,829-88.5% |