Filed July 13, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,785 | $54,757+78.6% | $90,304+8.3% | $72,975+34.0% |
| Participation rate | 50.0% | 65.2%-15.2pp | 73.3%-23.3pp | 69.5%-19.5pp |
| Annual return | 10.56% | 30.63%-20.1pp | 78.13%-67.6pp | 81.01%-70.5pp |
| Employer contribution / active EE | $1,032 | $2,093-50.7% | $2,855-63.9% | $2,440-57.7% |
| Participant deferral / active EE | $2,880 | $2,887-0.3% | $3,885-25.9% | $3,608-20.2% |
| Admin fee / account holder | $26,789 | $3,973+574.3% | $5,354+400.4% | $5,124+422.8% |