Filed February 28, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $151,863 | $82,678+83.7% | $125,391+21.1% | $68,490+121.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -31.07% | -5.97%-25.1pp | 572.41%-603.5pp | -7.85%-23.2pp |
| Employer contribution / active EE | $39,506 | $3,382+1068.0% | $4,816+720.4% | $2,597+1421.4% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $12,205 | $6,277+94.4% | $10,009+21.9% | $5,403+125.9% |