Filed October 1, 2018 (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 | $93,322 | $43,344+115.3% | $59,899+55.8% | $64,173+45.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 10.51% | -1.55%+12.1pp | 3.46%+7.1pp | 7.63%+2.9pp |
| Employer contribution / active EE | $4,666 | $2,030+129.9% | $2,723+71.4% | $2,381+96.0% |
| Participant deferral / active EE | $5,094 | $2,547+99.9% | $3,402+49.7% | $3,470+46.8% |
| Admin fee / account holder | $3,108 | $3,008+3.3% | $3,592-13.5% | $4,887-36.4% |