Filed January 18, 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.
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 | $48,611 | $125,797-61.4% | $170,043-71.4% | $75,173-35.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 10.74% | 27.20%-16.5pp | 53.40%-42.7pp | 160.72%-150.0pp |
| Employer contribution / active EE | $2,860 | $4,616-38.0% | $6,790-57.9% | $2,671+7.1% |
| Participant deferral / active EE | $4,709 | $6,838-31.1% | $10,410-54.8% | $4,126+14.1% |
| Admin fee / account holder | $17,641 | $8,177+115.8% | $12,824+37.6% | $5,651+212.2% |