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 | $74,475 | $69,977+6.4% | $108,582-31.4% | $62,881+18.4% |
| Participation rate | 62.2% | 72.9%-10.7pp | 79.6%-17.3pp | 69.3%-7.1pp |
| Annual return | 6.28% | 10.73%-4.5pp | -51.70%+58.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,062 | $3,165-34.8% | $4,311-52.2% | $3,203-35.6% |
| Admin fee / account holder | $3,778 | $5,076-25.6% | $7,645-50.6% | $4,296-12.1% |