Filed August 30, 2016
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,937 | $61,125+14.4% | $94,057-25.6% | $87,485-20.1% |
| Participation rate | 70.1% | 64.1%+6.0pp | 73.3%-3.2pp | 68.9%+1.2pp |
| Annual return | 10.53% | 35.20%-24.7pp | 480.62%-470.1pp | 26.06%-15.5pp |
| Employer contribution / active EE | $3,807 | $2,136+78.2% | $2,933+29.8% | $2,596+46.7% |
| Participant deferral / active EE | $3,758 | $3,260+15.3% | $4,709-20.2% | $4,274-12.1% |
| Admin fee / account holder | $10,383 | $5,629+84.5% | $7,244+43.3% | $7,775+33.5% |