Filed September 28, 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 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,002 | $160,040-67.5% | $147,096-64.6% | $145,877-64.4% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 15.38% | 98.49%-83.1pp | 419.75%-404.4pp | 551.28%-535.9pp |
| Employer contribution / active EE | $3,193 | $5,289-39.6% | $4,936-35.3% | $4,663-31.5% |
| Participant deferral / active EE | $7,057 | $8,429-16.3% | $8,071-12.6% | $6,691+5.5% |
| Admin fee / account holder | $34,927 | $15,050+132.1% | $13,005+168.6% | $13,402+160.6% |