Filed May 10, 2018 (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 8-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 | $56,308 | $64,719-13.0% | $112,249-49.8% | $68,486-17.8% |
| Participation rate | 98.9% | 67.2%+31.8pp | 75.1%+23.9pp | 67.9%+31.0pp |
| Annual return | -20.09% | -11.40%-8.7pp | 27.48%-47.6pp | -7.85%-12.2pp |
| Employer contribution / active EE | $5,699 | $2,747+107.5% | $3,636+56.7% | $2,597+119.5% |
| Participant deferral / active EE | $6,684 | $3,565+87.5% | $4,729+41.3% | $4,028+66.0% |
| Admin fee / account holder | $1,025 | $5,232-80.4% | $6,412-84.0% | $5,404-81.0% |