Filed June 21, 2016
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $17,882 | $72,486-75.3% | $87,103-79.5% | $72,976-75.5% |
| Participation rate | 93.5% | 72.8%+20.7pp | 76.9%+16.7pp | 69.5%+24.1pp |
| Annual return | 18.20% | 24.46%-6.3pp | 28.19%-10.0pp | 81.02%-62.8pp |
| Employer contribution / active EE | $774 | $1,894-59.1% | $2,521-69.3% | $2,440-68.3% |
| Participant deferral / active EE | $1,285 | $3,270-60.7% | $4,049-68.3% | $3,608-64.4% |
| Admin fee / account holder | $2,334 | $5,055-53.8% | $7,491-68.8% | $5,124-54.5% |