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.
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 | $33,637 | $100,041-66.4% | $149,718-77.5% | $70,131-52.0% |
| Participation rate | 93.3% | 83.6%+9.7pp | 87.1%+6.3pp | 69.5%+23.8pp |
| Annual return | 15.37% | 27.43%-12.1pp | 1501.67%-1486.3pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,378 | $3,662-62.4% | $5,445-74.7% | $2,342-41.2% |
| Participant deferral / active EE | $4,216 | $4,983-15.4% | $6,569-35.8% | $3,332+26.5% |
| Admin fee / account holder | $324 | $8,286-96.1% | $11,283-97.1% | $4,645-93.0% |