Filed October 14, 2016
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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.)
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 | $42,338 | $142,972-70.4% | $214,702-80.3% | $86,983-51.3% |
| Participation rate | 96.6% | 84.9%+11.8pp | 87.5%+9.2pp | 69.5%+27.1pp |
| Annual return | 15.74% | 18.49%-2.7pp | 54.55%-38.8pp | 25.83%-10.1pp |
| Employer contribution / active EE | $2,426 | $4,635-47.7% | $6,461-62.4% | $2,584-6.1% |
| Participant deferral / active EE | $4,750 | $6,568-27.7% | $9,147-48.1% | $4,194+13.3% |
| Admin fee / account holder | $2,650 | $17,617-85.0% | $19,830-86.6% | $7,856-66.3% |