Filed April 15, 2015 (most recent of 4 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,950 | $128,603-65.0% | $197,124-77.2% | $67,986-33.9% |
| Participation rate | 64.5% | 81.7%-17.1pp | 86.7%-22.2pp | 57.2%+7.3pp |
| Annual return | 15.61% | 23.77%-8.2pp | 44.34%-28.7pp | 31.67%-16.1pp |
| Employer contribution / active EE | $2,056 | $4,379-53.1% | $6,227-67.0% | $2,019+1.8% |
| Participant deferral / active EE | $2,280 | $6,840-66.7% | $9,135-75.0% | $3,358-32.1% |
| Admin fee / account holder | $4,343 | $3,035+43.1% | $16,298-73.4% | $3,203+35.6% |