Filed April 1, 2015
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 | $71,126 | $69,273+2.7% | $90,796-21.7% | $82,637-13.9% |
| Participation rate | 98.8% | 64.0%+34.8pp | 69.5%+29.3pp | 68.1%+30.8pp |
| Annual return | 9.09% | 18.37%-9.3pp | 19.29%-10.2pp | 53.51%-44.4pp |
| Employer contribution / active EE | $2,198 | $1,865+17.9% | $2,294-4.2% | $2,552-13.9% |
| Participant deferral / active EE | $3,382 | $3,047+11.0% | $3,822-11.5% | $4,126-18.0% |
| Admin fee / account holder | $1,468 | $5,511-73.4% | $7,024-79.1% | $7,339-80.0% |