Filed March 13, 2016
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,784 | $75,962-2.9% | $154,108-52.1% | $64,173+15.0% |
| Participation rate | 62.3% | 70.4%-8.1pp | 83.0%-20.7pp | 69.6%-7.3pp |
| Annual return | -5.57% | 30.32%-35.9pp | 735.21%-740.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $12,931 | $3,175+307.3% | $5,081+154.5% | $3,470+272.7% |
| Admin fee / account holder | $6,605 | $5,589+18.2% | $13,411-50.8% | $4,887+35.1% |