Filed April 13, 2015
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,989 | $197,625-77.7% | $177,840-75.3% | $158,966-72.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.55% | 58.76%-50.2pp | 48.32%-39.8pp | 302.95%-294.4pp |
| Employer contribution / active EE | $1,728 | $6,698-74.2% | $5,919-70.8% | $4,762-63.7% |
| Participant deferral / active EE | $2,345 | $8,405-72.1% | $7,714-69.6% | $5,983-60.8% |
| Admin fee / account holder | $1,053 | $15,405-93.2% | $12,431-91.5% | $11,250-90.6% |