Filed March 14, 2016 (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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,587 | $42,546-42.2% | $71,796-65.8% | $55,167-55.4% |
| Participation rate | 62.2% | 59.1%+3.0pp | 69.1%-7.0pp | 69.0%-6.8pp |
| Annual return | 10.05% | 12.36%-2.3pp | 78.04%-68.0pp | 169.23%-159.2pp |
| Employer contribution / active EE | $419 | $803-47.8% | $1,924-78.2% | $1,963-78.6% |
| Participant deferral / active EE | $1,177 | $2,064-43.0% | $2,794-57.9% | $3,054-61.5% |
| Admin fee / account holder | $793 | $650+22.1% | $4,815-83.5% | $504+57.4% |