Filed July 19, 2018 (most recent of 3 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 | $25,383 | $32,037-20.8% | $69,182-63.3% | $62,881-59.6% |
| Participation rate | 92.5% | 43.4%+49.1pp | 55.1%+37.4pp | 69.3%+23.2pp |
| Annual return | -2.30% | 15.16%-17.5pp | -21.93%+19.6pp | 20.14%-22.4pp |
| Employer contribution / active EE | $1,262 | $679+85.8% | $1,206+4.6% | $2,281-44.7% |
| Participant deferral / active EE | $1,501 | $1,185+26.6% | $1,897-20.9% | $3,203-53.1% |
| Admin fee / account holder | $335 | $2,608-87.2% | $2,697-87.6% | $4,296-92.2% |