Filed February 26, 2020 (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.
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 | $244,705 | $65,367+274.4% | $92,915+163.4% | $72,976+235.3% |
| Participation rate | 98.9% | 68.3%+30.6pp | 76.0%+22.9pp | 69.5%+29.4pp |
| Annual return | 20.02% | 42.11%-22.1pp | 109.45%-89.4pp | 81.02%-61.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $12,359 | $3,128+295.1% | $4,238+191.6% | $3,608+242.6% |
| Admin fee / account holder | $8,918 | $4,251+109.8% | $5,796+53.9% | $5,124+74.0% |