Filed March 24, 2016 (most recent of 6 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 3-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,422 | $56,424-93.9% | $76,891-95.5% | $71,535-95.2% |
| Participation rate | 84.5% | 64.3%+20.2pp | 69.6%+14.9pp | 67.9%+16.6pp |
| Annual return | 64.14% | 19.04%+45.1pp | 37.91%+26.2pp | 28.97%+35.2pp |
| Employer contribution / active EE | $1,585 | $1,864-14.9% | $2,534-37.4% | $2,590-38.8% |
| Participant deferral / active EE | $865 | $3,136-72.4% | $3,833-77.4% | $4,292-79.8% |
| Admin fee / account holder | $443 | $1,430-69.0% | $5,488-91.9% | $1,589-72.1% |