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 | $201,046 | $125,797+59.8% | $170,057+18.2% | $75,177+167.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 12.07% | 27.20%-15.1pp | 53.42%-41.3pp | 160.75%-148.7pp |
| Employer contribution / active EE | $7,318 | $4,616+58.5% | $6,790+7.8% | $2,671+174.0% |
| Participant deferral / active EE | $12,035 | $6,838+76.0% | $10,411+15.6% | $4,126+191.7% |
| Admin fee / account holder | $77,697 | $8,177+850.2% | $12,826+505.8% | $5,651+1274.8% |