Filed May 30, 2017 (most recent of 2 filings on file)
Total covered: 6 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,953 | $87,834-77.3% | $133,975-85.1% | $62,881-68.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 2.51% | 12.05%-9.5pp | 29.29%-26.8pp | 20.14%-17.6pp |
| Employer contribution / active EE | $1,895 | $3,482-45.6% | $5,211-63.6% | $2,281-16.9% |
| Participant deferral / active EE | $2,508 | $4,812-47.9% | $6,282-60.1% | $3,203-21.7% |
| Admin fee / account holder | $1,293 | $5,372-75.9% | $9,324-86.1% | $4,296-69.9% |