Filed August 22, 2019 (most recent of 5 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 | $184,307 | $49,177+274.8% | $79,467+131.9% | $64,173+187.2% |
| Participation rate | 92.7% | 65.0%+27.7pp | 73.3%+19.3pp | 69.6%+23.1pp |
| Annual return | -3.10% | -1.16%-1.9pp | 718.30%-721.4pp | 7.63%-10.7pp |
| Employer contribution / active EE | $12,879 | $2,076+520.3% | $2,800+359.9% | $2,381+440.9% |
| Participant deferral / active EE | $9,918 | $2,821+251.5% | $3,704+167.8% | $3,470+185.8% |
| Admin fee / account holder | $33,535 | $3,839+773.6% | $5,104+557.0% | $4,887+586.2% |