Filed March 2, 2015 (most recent of 3 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.
Employer 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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,971 | $146,267-31.7% | $197,124-49.3% | $82,448+21.3% |
| Participation rate | 89.8% | 84.0%+5.8pp | 86.7%+3.1pp | 68.1%+21.7pp |
| Annual return | 17.55% | 29.61%-12.1pp | 44.34%-26.8pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,544 | $4,723-67.3% | $6,227-75.2% | $2,551-39.5% |
| Participant deferral / active EE | $5,130 | $7,035-27.1% | $9,135-43.8% | $4,139+23.9% |
| Admin fee / account holder | $2,638 | $14,422-81.7% | $16,298-83.8% | $7,234-63.5% |