Filed April 18, 2016 (most recent of 4 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 | $1,724,396 | $72,071+2292.6% | $68,368+2422.2% | $137,256+1156.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 9.28% | 353.14%-343.9pp | 292.57%-283.3pp | 220.34%-211.1pp |
| Employer contribution / active EE | $15,937 | $2,788+471.6% | $2,649+501.6% | $4,156+283.5% |
| Participant deferral / active EE | $19,437 | $4,410+340.7% | $4,123+371.4% | $6,407+203.4% |
| Admin fee / account holder | $75,267 | $5,336+1310.7% | $5,150+1361.5% | $12,270+513.4% |