Filed September 20, 2018 (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 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $336,818 | $89,739+275.3% | $149,721+125.0% | $62,293+440.7% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 13.92% | 21.01%-7.1pp | 1501.67%-1487.7pp | 28.90%-15.0pp |
| Employer contribution / active EE | $3,386 | $3,233+4.7% | $5,444-37.8% | $2,042+65.8% |
| Participant deferral / active EE | $4,436 | $4,797-7.5% | $6,568-32.5% | $3,169+40.0% |
| Admin fee / account holder | $375 | $551-31.9% | $11,282-96.7% | $479-21.7% |