Filed April 30, 2019 (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 | $119,924 | $149,446-19.8% | $256,809-53.3% | $94,015+27.6% |
| Participation rate | 88.5% | 85.3%+3.2pp | 88.5%-0.1pp | 70.8%+17.6pp |
| Annual return | 11.62% | 17.55%-5.9pp | 32.73%-21.1pp | 17.84%-6.2pp |
| Employer contribution / active EE | $3,774 | $4,596-17.9% | $7,263-48.0% | $2,790+35.3% |
| Participant deferral / active EE | $7,188 | $6,491+10.7% | $9,520-24.5% | $4,249+69.1% |
| Admin fee / account holder | $7,071 | $24,035-70.6% | $25,146-71.9% | $8,951-21.0% |