Filed April 27, 2018
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 | $139,972 | $98,776+41.7% | $149,745-6.5% | $79,856+75.3% |
| Participation rate | 98.5% | 75.8%+22.7pp | 82.5%+16.0pp | 69.6%+28.9pp |
| Annual return | 11.53% | 27.38%-15.8pp | 276.72%-265.2pp | 31.71%-20.2pp |
| Employer contribution / active EE | $3,835 | $3,217+19.2% | $4,646-17.5% | $2,471+55.2% |
| Participant deferral / active EE | $10,051 | $5,681+76.9% | $6,843+46.9% | $3,741+168.7% |
| Admin fee / account holder | $34,022 | $6,053+462.1% | $9,312+265.4% | $5,306+541.2% |