Filed March 25, 2019 (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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,705 | $153,769-78.7% | $133,975-75.6% | $273,972-88.1% |
| Participation rate | 78.9% | 88.4%-9.4pp | 87.1%-8.1pp | 83.0%-4.1pp |
| Annual return | 14.71% | 36.51%-21.8pp | 29.29%-14.6pp | 41.46%-26.7pp |
| Employer contribution / active EE | $1,859 | $6,029-69.2% | $5,211-64.3% | $4,869-61.8% |
| Participant deferral / active EE | $2,329 | $6,958-66.5% | $6,282-62.9% | $5,287-55.9% |
| Admin fee / account holder | $466 | $11,765-96.0% | $9,324-95.0% | $10,133-95.4% |