Filed April 19, 2018
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 | $131,105 | $201,259-34.9% | $184,200-28.8% | $145,959-10.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.07% | 28.98%-21.9pp | 28.80%-21.7pp | 561.95%-554.9pp |
| Employer contribution / active EE | $9,069 | $7,018+29.2% | $6,424+41.2% | $4,661+94.6% |
| Participant deferral / active EE | $18,802 | $9,806+91.7% | $9,132+105.9% | $6,689+181.1% |
| Admin fee / account holder | $7,835 | $16,372-52.1% | $13,907-43.7% | $13,398-41.5% |