Filed August 24, 2017 (most recent of 3 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 | $58,383 | $65,423-10.8% | $98,477-40.7% | $85,856-32.0% |
| Participation rate | 98.3% | 65.0%+33.3pp | 73.3%+25.0pp | 69.3%+29.0pp |
| Annual return | 11.39% | 21.76%-10.4pp | 1493.59%-1482.2pp | 318.58%-307.2pp |
| Employer contribution / active EE | $3,010 | $2,168+38.8% | $2,961+1.7% | $2,565+17.3% |
| Participant deferral / active EE | $5,587 | $3,167+76.4% | $4,276+30.6% | $3,952+41.4% |
| Admin fee / account holder | $18,937 | $4,594+312.2% | $5,951+218.2% | $6,261+202.5% |