Filed June 1, 2018
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,226 | $162,821-88.2% | $133,978-85.7% | $158,982-87.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 8.00% | 41.95%-33.9pp | 45.10%-37.1pp | 302.99%-295.0pp |
| Employer contribution / active EE | $1,252 | $4,976-74.8% | $3,919-68.1% | $4,763-73.7% |
| Participant deferral / active EE | $980 | $5,910-83.4% | $5,047-80.6% | $5,983-83.6% |
| Admin fee / account holder | $23,845 | $11,742+103.1% | $8,930+167.0% | $11,252+111.9% |