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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,258 | $197,637-82.7% | $177,848-80.7% | $158,982-78.5% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | 8.75% | 58.77%-50.0pp | 48.33%-39.6pp | 302.99%-294.2pp |
| Employer contribution / active EE | $1,737 | $6,698-74.1% | $5,919-70.7% | $4,763-63.5% |
| Participant deferral / active EE | $2,115 | $8,405-74.8% | $7,714-72.6% | $5,983-64.7% |
| Admin fee / account holder | $23,488 | $15,406+52.5% | $12,431+88.9% | $11,252+108.8% |