Filed December 21, 2018
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,190 | $78,694+140.4% | $67,652+179.7% | $125,389+50.9% |
| Participation rate | 85.7% | 78.8%+6.9pp | 75.7%+10.0pp | 83.2%+2.5pp |
| Annual return | 0.76% | 9.46%-8.7pp | 6625.40%-6624.6pp | 282.24%-281.5pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $12,753 | $4,292+197.1% | $3,560+258.3% | $5,352+138.3% |
| Admin fee / account holder | $42,593 | $7,403+475.4% | $4,821+783.5% | $9,541+346.4% |