Filed February 20, 2018 (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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $91,871 | $96,678-5.0% | $86,640+6.0% | $139,466-34.1% |
| Participation rate | 27.8% | 74.4%-46.6pp | 71.7%-43.9pp | 80.3%-52.6pp |
| Annual return | 16.96% | 106.69%-89.7pp | 592.52%-575.6pp | 373.66%-356.7pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,452 | $4,837-70.0% | $4,438-67.3% | $6,712-78.4% |
| Admin fee / account holder | $1,239 | $6,410-80.7% | $5,616-77.9% | $11,409-89.1% |