Filed January 30, 2018
Total covered: 2 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,173 | $167,353-19.2% | $143,797-6.0% | $134,545+0.5% |
| Participation rate | 81.0% | 84.8%-3.9pp | 80.3%+0.6pp | 81.2%-0.3pp |
| Annual return | -16.95% | 0.48%-17.4pp | -0.04%-16.9pp | 418.37%-435.3pp |
| Employer contribution / active EE | $5,403 | $5,620-3.9% | $4,952+9.1% | $4,742+14.0% |
| Participant deferral / active EE | $5,543 | $6,447-14.0% | $5,638-1.7% | $6,401-13.4% |
| Admin fee / account holder | $3,599 | $18,096-80.1% | $14,679-75.5% | $11,431-68.5% |