Filed February 26, 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.
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 | $86,917 | $138,393-37.2% | $184,256-52.8% | $80,959+7.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 11.64% | 20.01%-8.4pp | 28.85%-17.2pp | 35.67%-24.0pp |
| Employer contribution / active EE | $1,491 | $4,847-69.2% | $6,427-76.8% | $2,757-45.9% |
| Participant deferral / active EE | $7,139 | $7,076+0.9% | $9,133-21.8% | $4,300+66.0% |
| Admin fee / account holder | $3,416 | $10,489-67.4% | $13,899-75.4% | $6,925-50.7% |