Filed October 31, 2017
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 | $21,830 | $29,319-25.5% | $52,425-58.4% | $82,448-73.5% |
| Participation rate | 100.0% | 46.9%+53.1pp | 55.6%+44.4pp | 68.1%+31.9pp |
| Annual return | 12.78% | 535.20%-522.4pp | 302.12%-289.3pp | 41.64%-28.9pp |
| Employer contribution / active EE | $317 | $586-45.9% | $914-65.3% | $2,551-87.6% |
| Participant deferral / active EE | $2,554 | $1,171+118.0% | $1,790+42.6% | $4,139-38.3% |
| Admin fee / account holder | $513 | $1,962-73.9% | $2,495-79.5% | $7,234-92.9% |