Filed December 17, 2019 (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.
Participant 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.)
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 | $15,773 | $87,834-82.0% | $133,975-88.2% | $62,881-74.9% |
| Participation rate | 87.8% | 83.4%+4.4pp | 87.1%+0.7pp | 69.3%+18.5pp |
| Annual return | 10.84% | 12.05%-1.2pp | 29.29%-18.5pp | 20.14%-9.3pp |
| Employer contribution / active EE | $1,475 | $3,482-57.6% | $5,211-71.7% | $2,281-35.3% |
| Participant deferral / active EE | $1,826 | $4,812-62.1% | $6,282-70.9% | $3,203-43.0% |
| Admin fee / account holder | $1,198 | $5,372-77.7% | $9,324-87.1% | $4,296-72.1% |