Filed June 26, 2017 (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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,554 | $77,814-17.0% | $158,223-59.2% | $86,983-25.8% |
| Participation rate | 92.6% | 68.4%+24.2pp | 79.2%+13.4pp | 69.5%+23.1pp |
| Annual return | 14.60% | 30.54%-15.9pp | 52.09%-37.5pp | 25.83%-11.2pp |
| Employer contribution / active EE | $2,555 | $2,592-1.4% | $4,109-37.8% | $2,584-1.1% |
| Participant deferral / active EE | $3,725 | $3,270+13.9% | $5,467-31.9% | $4,194-11.2% |
| Admin fee / account holder | $3,728 | $5,879-36.6% | $16,047-76.8% | $7,856-52.5% |