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 | $89,223 | $110,083-18.9% | $151,645-41.2% | $68,490+30.3% |
| Participation rate | 91.5% | 84.0%+7.5pp | 87.5%+4.0pp | 67.9%+23.6pp |
| Annual return | -17.51% | -10.12%-7.4pp | 3.34%-20.8pp | -7.85%-9.7pp |
| Employer contribution / active EE | $2,351 | $4,470-47.4% | $6,165-61.9% | $2,597-9.4% |
| Participant deferral / active EE | $2,659 | $6,526-59.3% | $8,363-68.2% | $4,028-34.0% |
| Admin fee / account holder | $4,818 | $7,718-37.6% | $11,614-58.5% | $5,403-10.8% |