Filed June 24, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,809 | $60,349+138.3% | $74,184+93.9% | $62,881+128.7% |
| Participation rate | 84.0% | 72.7%+11.3pp | 76.6%+7.4pp | 69.3%+14.7pp |
| Annual return | -0.06% | 21.38%-21.4pp | 17.74%-17.8pp | 20.14%-20.2pp |
| Employer contribution / active EE | $2,615 | $1,680+55.6% | $2,370+10.3% | $2,281+14.7% |
| Participant deferral / active EE | $6,348 | $2,856+122.3% | $3,550+78.8% | $3,203+98.2% |
| Admin fee / account holder | $11,903 | $4,261+179.4% | $5,586+113.1% | $4,296+177.1% |