Filed February 12, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,390 | $82,028-63.0% | $123,105-75.3% | $59,633-49.0% |
| Participation rate | 95.6% | 83.2%+12.4pp | 86.8%+8.8pp | 68.7%+26.9pp |
| Annual return | 7.34% | 5.12%+2.2pp | 13.22%-5.9pp | 2041.45%-2034.1pp |
| Employer contribution / active EE | $3,064 | $3,297-7.1% | $5,151-40.5% | $2,203+39.1% |
| Participant deferral / active EE | $7,978 | $4,667+70.9% | $6,229+28.1% | $3,192+150.0% |
| Admin fee / account holder | $6,268 | $5,879+6.6% | $9,014-30.5% | $4,297+45.9% |