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 | $31,702 | $110,083-71.2% | $151,645-79.1% | $68,490-53.7% |
| Participation rate | 69.1% | 84.0%-14.8pp | 87.5%-18.3pp | 67.9%+1.3pp |
| Annual return | -14.99% | -10.12%-4.9pp | 3.34%-18.3pp | -7.85%-7.1pp |
| Employer contribution / active EE | $1,866 | $4,470-58.3% | $6,165-69.7% | $2,597-28.2% |
| Participant deferral / active EE | $1,992 | $6,526-69.5% | $8,363-76.2% | $4,028-50.5% |
| Admin fee / account holder | $4,870 | $7,718-36.9% | $11,614-58.1% | $5,403-9.9% |