Filed April 11, 2018
Total covered: 4 employees
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,434 | $56,054-76.0% | $171,082-92.1% | $62,881-78.6% |
| Participation rate | 92.6% | 62.9%+29.8pp | 76.7%+16.0pp | 69.3%+23.3pp |
| Annual return | 15.44% | 22.52%-7.1pp | 32.56%-17.1pp | 20.14%-4.7pp |
| Employer contribution / active EE | $997 | $1,731-42.4% | $4,002-75.1% | $2,281-56.3% |
| Participant deferral / active EE | $2,131 | $3,158-32.5% | $4,797-55.6% | $3,203-33.5% |
| Admin fee / account holder | $2,476 | $3,647-32.1% | $8,520-70.9% | $4,296-42.4% |