Filed February 11, 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.
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 | $25,494 | $51,638-50.6% | $129,406-80.3% | $80,959-68.5% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 18.38% | 20.78%-2.4pp | 9468.18%-9449.8pp | 35.67%-17.3pp |
| Employer contribution / active EE | $1,163 | $1,584-26.6% | $4,155-72.0% | $2,757-57.8% |
| Participant deferral / active EE | $880 | $2,670-67.0% | $4,167-78.9% | $4,300-79.5% |
| Admin fee / account holder | $1,380 | $4,313-68.0% | $7,689-82.1% | $6,925-80.1% |