Filed June 29, 2016 (most recent of 2 filings on file)
Total covered: 2 employees
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,751 | $49,976+103.6% | $66,674+52.6% | $82,637+23.1% |
| Participation rate | 57.4% | 63.1%-5.7pp | 73.7%-16.3pp | 68.1%-10.6pp |
| Annual return | 14.86% | 39.09%-24.2pp | 321.24%-306.4pp | 53.51%-38.6pp |
| Employer contribution / active EE | $2,048 | $1,988+3.0% | $2,620-21.9% | $2,552-19.8% |
| Participant deferral / active EE | $3,551 | $2,847+24.7% | $4,084-13.1% | $4,126-13.9% |
| Admin fee / account holder | $2,738 | $4,594-40.4% | $5,098-46.3% | $7,339-62.7% |