Filed February 5, 2018
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 | $19,257 | $127,386-84.9% | $115,037-83.3% | $125,388-84.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.97% | 31.28%-32.2pp | 26.14%-27.1pp | 282.24%-283.2pp |
| Employer contribution / active EE | $2,202 | $5,166-57.4% | $4,608-52.2% | $4,866-54.7% |
| Participant deferral / active EE | $1,991 | $6,423-69.0% | $6,026-67.0% | $5,352-62.8% |
| Admin fee / account holder | $315 | $9,516-96.7% | $8,175-96.1% | $9,541-96.7% |