Filed February 28, 2019 (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 9-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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,672 | $86,940+113.6% | $102,434+81.3% | $80,935+129.4% |
| Participation rate | 98.1% | 72.4%+25.8pp | 76.5%+21.6pp | 67.7%+30.5pp |
| Annual return | -0.56% | 18.89%-19.4pp | 29.46%-30.0pp | 35.66%-36.2pp |
| Employer contribution / active EE | $21,200 | $2,370+794.6% | $3,023+601.3% | $2,757+669.0% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $11,197 | $8,047+39.1% | $9,462+18.3% | $6,924+61.7% |