Filed October 1, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $96,430 | $154,228-37.5% | $145,433-33.7% | $137,256-29.7% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.1%+10.2pp | 80.0%+12.3pp |
| Annual return | -13.56% | 74.59%-88.1pp | 66.58%-80.1pp | 220.34%-233.9pp |
| Employer contribution / active EE | $28,692 | $4,804+497.3% | $4,554+530.0% | $4,156+590.4% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,504 | $14,344-61.6% | $13,129-58.1% | $12,270-55.1% |