Filed March 21, 2018 (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 | $78,451 | $82,032-4.4% | $123,106-36.3% | $59,633+31.6% |
| Participation rate | 89.1% | 83.2%+5.9pp | 86.8%+2.3pp | 68.7%+20.4pp |
| Annual return | -2.01% | 5.12%-7.1pp | 13.22%-15.2pp | 2041.40%-2043.4pp |
| Employer contribution / active EE | $1,599 | $3,297-51.5% | $5,151-69.0% | $2,203-27.4% |
| Participant deferral / active EE | $3,220 | $4,667-31.0% | $6,229-48.3% | $3,192+0.9% |
| Admin fee / account holder | $6,853 | $5,881+16.5% | $9,015-24.0% | $4,297+59.5% |