Filed January 10, 2019 (most recent of 5 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $345,654 | $82,678+318.1% | $125,391+175.7% | $68,490+404.7% |
| Participation rate | 94.9% | 75.1%+19.9pp | 82.4%+12.5pp | 67.9%+27.0pp |
| Annual return | -17.99% | -5.97%-12.0pp | 572.41%-590.4pp | -7.85%-10.1pp |
| Employer contribution / active EE | $6,919 | $3,382+104.6% | $4,816+43.7% | $2,597+166.4% |
| Participant deferral / active EE | $10,637 | $6,111+74.1% | $7,448+42.8% | $4,028+164.1% |
| Admin fee / account holder | $6,127 | $6,277-2.4% | $10,009-38.8% | $5,403+13.4% |