Filed December 22, 2015
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 | $188,595 | $97,550+93.3% | $120,344+56.7% | $87,485+115.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | -4.19% | 18.41%-22.6pp | 20.30%-24.5pp | 26.06%-30.2pp |
| Employer contribution / active EE | $3,978 | $2,291+73.7% | $3,020+31.7% | $2,596+53.2% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $12,528 | $9,543+31.3% | $12,742-1.7% | $7,775+61.1% |