Filed January 12, 2016
Total covered: 12 employees
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $398,939 | $88,672+349.9% | $105,223+279.1% | $82,448+383.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 12.69% | 30.86%-18.2pp | 180.65%-168.0pp | 41.64%-28.9pp |
| Employer contribution / active EE | $17,946 | $3,048+488.8% | $3,689+386.5% | $2,551+603.5% |
| Participant deferral / active EE | $12,484 | $4,036+209.3% | $5,072+146.1% | $4,139+201.6% |
| Admin fee / account holder | $90,329 | $7,146+1164.0% | $8,859+919.7% | $7,234+1148.6% |