Filed July 15, 2019 (most recent of 3 filings on file)
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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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,192 | $70,366+279.7% | $66,674+300.7% | $138,895+92.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 12.69% | 386.41%-373.7pp | 321.24%-308.6pp | 145.39%-132.7pp |
| Employer contribution / active EE | $5,594 | $2,765+102.3% | $2,620+113.5% | $4,194+33.4% |
| Participant deferral / active EE | $13,955 | $4,374+219.0% | $4,084+241.7% | $6,396+118.2% |
| Admin fee / account holder | $25,819 | $5,262+390.6% | $5,098+406.5% | $12,562+105.5% |