Filed October 4, 2017
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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,569 | $109,359-85.8% | $162,171-90.4% | $72,983-78.7% |
| Participation rate | 98.8% | 84.3%+14.5pp | 87.6%+11.2pp | 69.5%+29.3pp |
| Annual return | 25.12% | 25.46%-0.3pp | 115.60%-90.5pp | 81.01%-55.9pp |
| Employer contribution / active EE | $2,049 | $3,907-47.6% | $5,613-63.5% | $2,440-16.0% |
| Participant deferral / active EE | $2,598 | $5,481-52.6% | $7,297-64.4% | $3,608-28.0% |
| Admin fee / account holder | $386 | $7,972-95.2% | $10,843-96.4% | $5,124-92.5% |