Filed September 28, 2019 (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.
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 | $158,906 | $92,766+71.3% | $82,763+92.0% | $134,545+18.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.35% | 946.97%-963.3pp | 702.45%-718.8pp | 418.37%-434.7pp |
| Employer contribution / active EE | $12,900 | $3,273+294.1% | $3,008+328.8% | $4,742+172.1% |
| Participant deferral / active EE | $16,425 | $4,802+242.0% | $4,395+273.7% | $6,401+156.6% |
| Admin fee / account holder | $25,370 | $5,978+324.4% | $5,325+376.4% | $11,431+121.9% |