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 | $105,266 | $125,797-16.3% | $170,057-38.1% | $75,177+40.0% |
| Participation rate | 90.0% | 83.6%+6.4pp | 87.0%+3.0pp | 67.2%+22.8pp |
| Annual return | 18.07% | 27.20%-9.1pp | 53.42%-35.3pp | 160.75%-142.7pp |
| Employer contribution / active EE | $2,193 | $4,616-52.5% | $6,790-67.7% | $2,671-17.9% |
| Participant deferral / active EE | $2,028 | $6,838-70.3% | $10,411-80.5% | $4,126-50.9% |
| Admin fee / account holder | $10,625 | $8,177+29.9% | $12,826-17.2% | $5,651+88.0% |