Filed March 23, 2018 (most recent of 2 filings on file)
Total covered: 3 employees
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 | $190,932 | $145,431+31.3% | $211,142-9.6% | $87,485+118.2% |
| Participation rate | 84.0% | 84.7%-0.7pp | 87.3%-3.3pp | 68.9%+15.1pp |
| Annual return | 16.79% | 27.21%-10.4pp | 46.84%-30.0pp | 26.06%-9.3pp |
| Employer contribution / active EE | $2,822 | $4,662-39.5% | $6,442-56.2% | $2,596+8.7% |
| Participant deferral / active EE | $5,818 | $6,859-15.2% | $9,284-37.3% | $4,274+36.1% |
| Admin fee / account holder | $2,933 | $17,052-82.8% | $19,076-84.6% | $7,775-62.3% |