Filed November 2, 2015 (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 | $64,935 | $89,367-27.3% | $141,191-54.0% | $72,975-11.0% |
| Participation rate | 94.3% | 75.1%+19.2pp | 82.5%+11.9pp | 69.5%+24.9pp |
| Annual return | 15.94% | 111.87%-95.9pp | 71.41%-55.5pp | 81.01%-65.1pp |
| Employer contribution / active EE | $1,282 | $3,115-58.9% | $4,736-72.9% | $2,440-47.5% |
| Participant deferral / active EE | $8,288 | $5,419+53.0% | $6,710+23.5% | $3,608+129.7% |
| Admin fee / account holder | $1,359 | $5,957-77.2% | $10,264-86.8% | $5,124-73.5% |