Filed December 20, 2016
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 | $14,304 | $43,338-67.0% | $59,887-76.1% | $64,173-77.7% |
| Participation rate | 40.9% | 69.2%-28.3pp | 74.7%-33.8pp | 69.6%-28.7pp |
| Annual return | -5.01% | -1.55%-3.5pp | 3.46%-8.5pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,278 | $2,547-10.6% | $3,402-33.0% | $3,470-34.3% |
| Admin fee / account holder | $1,607 | $3,007-46.6% | $3,591-55.2% | $4,887-67.1% |