Filed July 17, 2017 (most recent of 2 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.
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 | $46,241 | $100,060-53.8% | $149,721-69.1% | $70,126-34.1% |
| Participation rate | 77.1% | 83.6%-6.4pp | 87.1%-9.9pp | 69.5%+7.6pp |
| Annual return | 13.24% | 27.46%-14.2pp | 1501.67%-1488.4pp | 73.15%-59.9pp |
| Employer contribution / active EE | $726 | $3,661-80.2% | $5,444-86.7% | $2,343-69.0% |
| Participant deferral / active EE | $3,630 | $4,982-27.1% | $6,568-44.7% | $3,332+9.0% |
| Admin fee / account holder | $5,161 | $8,285-37.7% | $11,282-54.3% | $4,645+11.1% |