Filed August 22, 2018 (most recent of 3 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.
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 | $45,968 | $100,060-54.1% | $149,721-69.3% | $70,126-34.4% |
| Participation rate | 75.0% | 83.6%-8.6pp | 87.1%-12.1pp | 69.5%+5.5pp |
| Annual return | 29.31% | 27.46%+1.8pp | 1501.67%-1472.4pp | 73.15%-43.8pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,122 | $4,982-57.4% | $6,568-67.7% | $3,332-36.3% |
| Admin fee / account holder | $2,355 | $8,285-71.6% | $11,282-79.1% | $4,645-49.3% |