Filed October 16, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $68,849 | $98,776-30.3% | $149,745-54.0% | $79,856-13.8% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.5%+15.1pp | 69.6%+28.0pp |
| Annual return | -2.51% | 27.38%-29.9pp | 276.72%-279.2pp | 31.71%-34.2pp |
| Employer contribution / active EE | $3,624 | $3,217+12.6% | $4,646-22.0% | $2,471+46.6% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,608 | $6,053-56.9% | $9,312-72.0% | $5,306-50.8% |