Filed October 2, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,386 | $209,888-91.2% | $189,545-90.3% | $167,553-89.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.60% | 748.66%-736.1pp | 555.36%-542.8pp | 478.89%-466.3pp |
| Employer contribution / active EE | $2,882 | $6,915-58.3% | $6,162-53.2% | $4,840-40.5% |
| Participant deferral / active EE | $3,273 | $8,934-63.4% | $8,220-60.2% | $6,343-48.4% |
| Admin fee / account holder | $10,391 | $14,300-27.3% | $12,049-13.8% | $12,316-15.6% |