Filed March 15, 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 | $162,816 | $76,407+113.1% | $150,298+8.3% | $82,448+97.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 10.28% | 39.99%-29.7pp | 62.79%-52.5pp | 41.64%-31.4pp |
| Employer contribution / active EE | $4,874 | $2,614+86.5% | $4,154+17.3% | $2,551+91.1% |
| Participant deferral / active EE | $4,911 | $3,214+52.8% | $5,453-9.9% | $4,139+18.6% |
| Admin fee / account holder | $13,868 | $6,352+118.3% | $14,116-1.8% | $7,234+91.7% |