Filed February 3, 2016 (most recent of 2 filings on file)
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 | $20,662 | $57,828-64.3% | $117,039-82.3% | $70,126-70.5% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 11.64% | 17.55%-5.9pp | 18.95%-7.3pp | 73.15%-61.5pp |
| Employer contribution / active EE | $569 | $1,816-68.6% | $3,785-85.0% | $2,343-75.7% |
| Participant deferral / active EE | $1,747 | $2,438-28.3% | $3,929-55.5% | $3,332-47.6% |
| Admin fee / account holder | $3,456 | $3,548-2.6% | $5,974-42.1% | $4,645-25.6% |