Filed January 31, 2017 (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 | $254,838 | $117,895+116.2% | $102,460+148.7% | $145,897+74.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.45% | 31.92%-23.5pp | 29.47%-21.0pp | 552.29%-543.8pp |
| Employer contribution / active EE | $3,485 | $3,619-3.7% | $3,025+15.2% | $4,663-25.3% |
| Participant deferral / active EE | $16,300 | $5,736+184.1% | $5,056+222.4% | $6,689+143.7% |
| Admin fee / account holder | $22,495 | $13,353+68.5% | $9,460+137.8% | $13,390+68.0% |