Filed April 4, 2018 (most recent of 2 filings on file)
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,822 | $87,834+85.4% | $133,975+21.5% | $62,881+158.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 3.24% | 12.05%-8.8pp | 29.29%-26.1pp | 20.14%-16.9pp |
| Employer contribution / active EE | $9,478 | $3,482+172.2% | $5,211+81.9% | $2,281+315.5% |
| Participant deferral / active EE | $3,730 | $4,812-22.5% | $6,282-40.6% | $3,203+16.5% |
| Admin fee / account holder | $14,963 | $5,372+178.5% | $9,324+60.5% | $4,296+248.3% |