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 | $53,962 | $167,533-67.8% | $151,645-64.4% | $134,545-59.9% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.5%+5.4pp | 81.2%+11.6pp |
| Annual return | -12.09% | 7.81%-19.9pp | 3.34%-15.4pp | 418.37%-430.5pp |
| Employer contribution / active EE | $2,019 | $6,828-70.4% | $6,165-67.3% | $4,742-57.4% |
| Participant deferral / active EE | $2,212 | $8,985-75.4% | $8,363-73.6% | $6,401-65.4% |
| Admin fee / account holder | $1,402 | $13,781-89.8% | $11,614-87.9% | $11,431-87.7% |