Filed June 21, 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.
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 | $44,986 | $183,978-75.5% | $162,171-72.3% | $152,885-70.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 11.89% | 150.78%-138.9pp | 115.60%-103.7pp | 345.39%-333.5pp |
| Employer contribution / active EE | $2,627 | $6,370-58.8% | $5,613-53.2% | $4,763-44.8% |
| Participant deferral / active EE | $6,307 | $8,033-21.5% | $7,297-13.6% | $5,851+7.8% |
| Admin fee / account holder | $1,299 | $13,122-90.1% | $10,843-88.0% | $11,598-88.8% |