Filed August 21, 2017
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 | $30,619 | $67,602-54.7% | $82,312-62.8% | $70,126-56.3% |
| Participation rate | 91.1% | 72.8%+18.3pp | 76.9%+14.2pp | 69.5%+21.5pp |
| Annual return | 8.34% | 21.57%-13.2pp | 25.88%-17.5pp | 73.15%-64.8pp |
| Employer contribution / active EE | $522 | $1,755-70.3% | $2,428-78.5% | $2,343-77.7% |
| Participant deferral / active EE | $3,274 | $2,987+9.6% | $3,706-11.7% | $3,332-1.7% |
| Admin fee / account holder | $37,984 | $4,512+741.9% | $5,608+577.4% | $4,645+717.7% |