Filed May 4, 2018
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,108 | $46,689+18.0% | $117,498-53.1% | $68,495-19.5% |
| Participation rate | 86.7% | 56.8%+29.9pp | 70.6%+16.1pp | 67.9%+18.8pp |
| Annual return | -23.09% | -14.52%-8.6pp | 29.75%-52.8pp | -7.84%-15.2pp |
| Employer contribution / active EE | $3,441 | $1,505+128.6% | $4,178-17.6% | $2,596+32.5% |
| Participant deferral / active EE | $6,045 | $2,637+129.2% | $4,071+48.5% | $4,028+50.1% |
| Admin fee / account holder | $420 | $4,021-89.5% | $5,646-92.6% | $5,403-92.2% |