Filed May 10, 2018 (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 | $68,638 | $50,554+35.8% | $67,681+1.4% | $87,485-21.5% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 15.06% | 17.81%-2.8pp | 590.58%-575.5pp | 26.06%-11.0pp |
| Employer contribution / active EE | $3,244 | $1,988+63.1% | $2,678+21.1% | $2,596+24.9% |
| Participant deferral / active EE | $6,744 | $2,961+127.7% | $3,976+69.6% | $4,274+57.8% |
| Admin fee / account holder | $904 | $4,132-78.1% | $6,100-85.2% | $7,775-88.4% |