Filed February 8, 2017
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.
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 | $75,100 | $137,414-45.3% | $189,537-60.4% | $85,847-12.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 8.80% | 38.14%-29.3pp | 555.34%-546.5pp | 318.61%-309.8pp |
| Employer contribution / active EE | $2,305 | $4,344-46.9% | $6,161-62.6% | $2,565-10.1% |
| Participant deferral / active EE | $3,202 | $6,260-48.8% | $8,220-61.0% | $3,952-19.0% |
| Admin fee / account holder | $2,577 | $8,630-70.1% | $12,048-78.6% | $6,261-58.8% |