Filed August 24, 2016 (most recent of 3 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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,059 | $47,105-17.1% | $68,368-42.9% | $67,986-42.5% |
| Participation rate | 58.0% | 51.8%+6.2pp | 73.8%-15.8pp | 57.2%+0.8pp |
| Annual return | 16.00% | 48.37%-32.4pp | 292.57%-276.6pp | 31.67%-15.7pp |
| Employer contribution / active EE | $955 | $1,859-48.6% | $2,649-64.0% | $2,019-52.7% |
| Participant deferral / active EE | $1,445 | $2,374-39.1% | $4,123-65.0% | $3,358-57.0% |
| Admin fee / account holder | $5,857 | $2,435+140.5% | $5,150+13.7% | $3,203+82.8% |