Filed August 2, 2016
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 | $124,617 | $138,393-10.0% | $184,256-32.4% | $80,959+53.9% |
| Participation rate | 90.2% | 83.9%+6.3pp | 86.8%+3.4pp | 67.7%+22.5pp |
| Annual return | 13.25% | 20.01%-6.8pp | 28.85%-15.6pp | 35.67%-22.4pp |
| Employer contribution / active EE | $1,877 | $4,847-61.3% | $6,427-70.8% | $2,757-31.9% |
| Participant deferral / active EE | $2,293 | $7,076-67.6% | $9,133-74.9% | $4,300-46.7% |
| Admin fee / account holder | $1,491 | $10,489-85.8% | $13,899-89.3% | $6,925-78.5% |