Filed August 22, 2017 (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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,403 | $65,704+5.6% | $94,229-26.3% | $59,633+16.4% |
| Participation rate | 62.7% | 72.1%-9.4pp | 78.8%-16.0pp | 68.7%-5.9pp |
| Annual return | 7.12% | 5.22%+1.9pp | 10.68%-3.6pp | 2041.45%-2034.3pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,758 | $3,143-44.1% | $4,320-59.3% | $3,192-44.9% |
| Admin fee / account holder | $24,658 | $4,265+478.2% | $6,269+293.3% | $4,297+473.9% |