Filed November 29, 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 | $140,713 | $54,370+158.8% | $82,763+70.0% | $68,490+105.4% |
| Participation rate | 96.8% | 63.9%+32.8pp | 72.6%+24.2pp | 67.9%+28.9pp |
| Annual return | -18.02% | -13.67%-4.3pp | 702.45%-720.5pp | -7.85%-10.2pp |
| Employer contribution / active EE | $5,350 | $2,219+141.1% | $3,008+77.8% | $2,597+106.0% |
| Participant deferral / active EE | $11,766 | $3,247+262.4% | $4,395+167.7% | $4,028+192.1% |
| Admin fee / account holder | $25,529 | $4,398+480.4% | $5,325+379.4% | $5,403+372.5% |