Filed January 4, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,065 | $110,083+86.3% | $151,645+35.2% | $68,490+199.4% |
| Participation rate | 98.1% | 84.0%+14.2pp | 87.5%+10.7pp | 67.9%+30.3pp |
| Annual return | -13.07% | -10.12%-3.0pp | 3.34%-16.4pp | -7.85%-5.2pp |
| Employer contribution / active EE | $10,129 | $4,470+126.6% | $6,165+64.3% | $2,597+290.1% |
| Participant deferral / active EE | $8,015 | $6,526+22.8% | $8,363-4.2% | $4,028+99.0% |
| Admin fee / account holder | $6,987 | $7,718-9.5% | $11,614-39.8% | $5,403+29.3% |