Filed October 1, 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.
Participant 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 | $55,526 | $201,370-72.4% | $184,256-69.9% | $145,897-61.9% |
| Participation rate | 93.3% | 87.5%+5.8pp | 86.8%+6.5pp | 80.3%+13.0pp |
| Annual return | 9.97% | 29.05%-19.1pp | 28.85%-18.9pp | 552.29%-542.3pp |
| Employer contribution / active EE | $2,136 | $7,024-69.6% | $6,427-66.8% | $4,663-54.2% |
| Participant deferral / active EE | $2,336 | $9,808-76.2% | $9,133-74.4% | $6,689-65.1% |
| Admin fee / account holder | $13,503 | $16,364-17.5% | $13,899-2.9% | $13,390+0.8% |