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 | $39,862 | $167,533-76.2% | $151,645-73.7% | $134,545-70.4% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -16.07% | 7.81%-23.9pp | 3.34%-19.4pp | 418.37%-434.4pp |
| Employer contribution / active EE | $2,079 | $6,828-69.6% | $6,165-66.3% | $4,742-56.2% |
| Participant deferral / active EE | $2,778 | $8,985-69.1% | $8,363-66.8% | $6,401-56.6% |
| Admin fee / account holder | $899 | $13,781-93.5% | $11,614-92.3% | $11,431-92.1% |