Filed December 5, 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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,340 | $165,381-42.4% | $149,730-36.3% | $158,966-40.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.25% | 348.29%-343.0pp | 276.70%-271.5pp | 302.95%-297.7pp |
| Employer contribution / active EE | $3,964 | $5,104-22.3% | $4,645-14.7% | $4,762-16.8% |
| Participant deferral / active EE | $830 | $7,182-88.4% | $6,843-87.9% | $5,983-86.1% |
| Admin fee / account holder | $779 | $10,809-92.8% | $9,310-91.6% | $11,250-93.1% |