Filed June 9, 2017 (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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $173,543 | $57,350+202.6% | $83,850+107.0% | $64,181+170.4% |
| Participation rate | 26.9% | 68.6%-41.7pp | 76.1%-49.2pp | 69.6%-42.6pp |
| Annual return | -5.45% | 11.38%-16.8pp | 850.92%-856.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,804 | $2,993+60.5% | $4,082+17.7% | $3,470+38.5% |
| Admin fee / account holder | $2,002 | $4,046-50.5% | $5,478-63.5% | $4,887-59.0% |