Filed January 4, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,102 | $95,453-46.5% | $112,040-54.4% | $82,448-38.0% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.5%-9.8pp | 68.1%-1.4pp |
| Annual return | 8.89% | 23.92%-15.0pp | 24.52%-15.6pp | 41.64%-32.8pp |
| Employer contribution / active EE | $563 | $2,318-75.7% | $2,954-80.9% | $2,551-77.9% |
| Participant deferral / active EE | $4,425 | $4,224+4.8% | $5,098-13.2% | $4,139+6.9% |
| Admin fee / account holder | $8,817 | $9,013-2.2% | $12,098-27.1% | $7,234+21.9% |