Filed November 19, 2014 (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 | $58,031 | $110,083-47.3% | $151,645-61.7% | $68,490-15.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -20.54% | -10.12%-10.4pp | 3.34%-23.9pp | -7.85%-12.7pp |
| Employer contribution / active EE | $5,123 | $4,470+14.6% | $6,165-16.9% | $2,597+97.3% |
| Participant deferral / active EE | $4,747 | $6,526-27.3% | $8,363-43.2% | $4,028+17.9% |
| Admin fee / account holder | $2,761 | $7,718-64.2% | $11,614-76.2% | $5,403-48.9% |