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 | $117,829+116.3% | $102,423+148.8% | $145,877+74.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.45% | 31.83%-23.4pp | 29.42%-21.0pp | 551.28%-542.8pp |
| Employer contribution / active EE | $3,485 | $3,615-3.6% | $3,023+15.3% | $4,663-25.3% |
| Participant deferral / active EE | $16,300 | $5,732+184.3% | $5,054+222.5% | $6,691+143.6% |
| Admin fee / account holder | $22,495 | $13,335+68.7% | $9,455+137.9% | $13,402+67.8% |