Filed January 4, 2018 (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 | $191,455 | $100,041+91.4% | $149,718+27.9% | $70,131+173.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 12.00% | 27.43%-15.4pp | 1501.67%-1489.7pp | 73.14%-61.1pp |
| Employer contribution / active EE | $5,475 | $3,662+49.5% | $5,445+0.6% | $2,342+133.7% |
| Participant deferral / active EE | $9,674 | $4,983+94.2% | $6,569+47.3% | $3,332+190.3% |
| Admin fee / account holder | $12,912 | $8,286+55.8% | $11,283+14.4% | $4,645+177.9% |