Filed January 22, 2015
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 | $200,997 | $125,797+59.8% | $170,043+18.2% | $75,173+167.4% |
| Participation rate | 98.6% | 83.6%+15.0pp | 87.0%+11.6pp | 67.2%+31.4pp |
| Annual return | 13.01% | 27.20%-14.2pp | 53.40%-40.4pp | 160.72%-147.7pp |
| Employer contribution / active EE | $4,282 | $4,616-7.2% | $6,790-36.9% | $2,671+60.3% |
| Participant deferral / active EE | $3,931 | $6,838-42.5% | $10,410-62.2% | $4,126-4.7% |
| Admin fee / account holder | $9,094 | $8,177+11.2% | $12,824-29.1% | $5,651+60.9% |