Filed December 29, 2017 (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.
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 | $87,476 | $84,685+3.3% | $73,836+18.5% | $125,389-30.2% |
| Participation rate | 90.0% | 76.8%+13.2pp | 73.4%+16.6pp | 83.2%+6.8pp |
| Annual return | -2.58% | 3123.80%-3126.4pp | 2268.06%-2270.6pp | 282.24%-284.8pp |
| Employer contribution / active EE | $9,394 | $3,123+200.8% | $2,787+237.0% | $4,866+93.0% |
| Participant deferral / active EE | $12,783 | $3,993+220.2% | $3,583+256.8% | $5,352+138.9% |
| Admin fee / account holder | $2,143 | $5,694-62.4% | $4,882-56.1% | $9,541-77.5% |