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.
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 | $124,920 | $145,431-14.1% | $211,142-40.8% | $87,485+42.8% |
| Participation rate | 85.9% | 84.7%+1.1pp | 87.3%-1.4pp | 68.9%+16.9pp |
| Annual return | -0.11% | 27.21%-27.3pp | 46.84%-46.9pp | 26.06%-26.2pp |
| Employer contribution / active EE | $8,594 | $4,662+84.4% | $6,442+33.4% | $2,596+231.0% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $5,901 | $17,052-65.4% | $19,076-69.1% | $7,775-24.1% |