Filed April 5, 2016 (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 10-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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,541 | $48,050-21.9% | $85,969-56.3% | $59,632-37.0% |
| Participation rate | 65.1% | 64.5%+0.7pp | 76.5%-11.4pp | 68.7%-3.6pp |
| Annual return | -2.87% | 0.29%-3.2pp | 9.32%-12.2pp | 2041.32%-2044.2pp |
| Employer contribution / active EE | $1,262 | $1,640-23.0% | $3,474-63.7% | $2,203-42.7% |
| Participant deferral / active EE | $3,600 | $2,249+60.0% | $3,829-6.0% | $3,192+12.8% |
| Admin fee / account holder | $5,614 | $3,206+75.1% | $6,053-7.3% | $4,297+30.6% |