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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,190 | $72,492+32.7% | $87,104+10.4% | $72,975+31.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 3.65% | 24.46%-20.8pp | 28.19%-24.5pp | 81.01%-77.4pp |
| Employer contribution / active EE | $9,145 | $1,894+382.9% | $2,521+262.7% | $2,440+274.8% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,998 | $5,055-20.9% | $7,491-46.6% | $5,124-22.0% |