Filed June 28, 2018
Total covered: 23 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $75,989 | $223,823-66.0% | $211,142-64.0% | $154,746-50.9% |
| Participation rate | 70.0% | 87.9%-17.9pp | 87.3%-17.3pp | 80.7%-10.7pp |
| Annual return | 17.98% | 50.39%-32.4pp | 46.84%-28.9pp | 172.34%-154.4pp |
| Employer contribution / active EE | $1,188 | $6,787-82.5% | $6,442-81.6% | $4,379-72.9% |
| Participant deferral / active EE | $4,369 | $9,750-55.2% | $9,284-52.9% | $6,730-35.1% |
| Admin fee / account holder | $1,321 | $19,707-93.3% | $19,076-93.1% | $14,365-90.8% |