Filed December 6, 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 | $60,104 | $185,905-67.7% | $170,057-64.7% | $139,487-56.9% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 6.95% | 60.56%-53.6pp | 53.42%-46.5pp | 373.84%-366.9pp |
| Employer contribution / active EE | $2,189 | $7,597-71.2% | $6,790-67.8% | $4,755-54.0% |
| Participant deferral / active EE | $5,304 | $11,627-54.4% | $10,411-49.1% | $6,713-21.0% |
| Admin fee / account holder | $7,674 | $15,397-50.2% | $12,826-40.2% | $11,407-32.7% |