Filed May 10, 2018 (most recent of 3 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 8-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 | $81,237 | $102,422-20.7% | $147,117-44.8% | $80,959+0.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 10.87% | 135.16%-124.3pp | 420.54%-409.7pp | 35.67%-24.8pp |
| Employer contribution / active EE | $12,533 | $3,717+237.2% | $4,932+154.1% | $2,757+354.6% |
| Participant deferral / active EE | $7,284 | $6,652+9.5% | $8,065-9.7% | $4,300+69.4% |
| Admin fee / account holder | $14,464 | $7,953+81.9% | $12,993+11.3% | $6,925+108.9% |