Filed October 13, 2015 (most recent of 3 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 | $89,739 | $43,344+107.0% | $59,899+49.8% | $64,173+39.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -1.41% | -1.55%+0.1pp | 3.46%-4.9pp | 7.63%-9.0pp |
| Employer contribution / active EE | $6,313 | $2,030+211.1% | $2,723+131.9% | $2,381+165.2% |
| Participant deferral / active EE | $3,152 | $2,547+23.7% | $3,402-7.4% | $3,470-9.2% |
| Admin fee / account holder | $3,581 | $3,008+19.0% | $3,592-0.3% | $4,887-26.7% |