Filed September 18, 2015 (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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $89,485 | $109,359-18.2% | $162,177-44.8% | $72,975+22.6% |
| Participation rate | 69.6% | 84.3%-14.6pp | 87.6%-17.9pp | 69.5%+0.2pp |
| Annual return | 20.34% | 25.46%-5.1pp | 115.60%-95.3pp | 81.01%-60.7pp |
| Employer contribution / active EE | $1,327 | $3,907-66.0% | $5,613-76.4% | $2,440-45.6% |
| Participant deferral / active EE | $3,433 | $5,481-37.4% | $7,297-53.0% | $3,608-4.9% |
| Admin fee / account holder | $13,435 | $7,972+68.5% | $10,843+23.9% | $5,124+162.2% |