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 | $32,536 | $58,391-44.3% | $76,667-57.6% | $72,976-55.4% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 14.96% | 2306.65%-2291.7pp | 1166.74%-1151.8pp | 81.02%-66.1pp |
| Employer contribution / active EE | $962 | $1,787-46.1% | $2,303-58.2% | $2,440-60.6% |
| Participant deferral / active EE | $3,552 | $2,690+32.0% | $3,336+6.5% | $3,608-1.6% |
| Admin fee / account holder | $7,108 | $4,014+77.1% | $6,423+10.7% | $5,124+38.7% |