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 | $1,137,300 | $100,911+1027.0% | $90,440+1157.5% | $158,966+615.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -2.98% | 1726.62%-1729.6pp | 1294.38%-1297.4pp | 302.95%-305.9pp |
| Employer contribution / active EE | $16,073 | $3,690+335.6% | $3,263+392.6% | $4,762+237.5% |
| Participant deferral / active EE | $21,587 | $4,348+396.4% | $3,964+444.6% | $5,983+260.8% |
| Admin fee / account holder | $1,679 | $6,507-74.2% | $5,615-70.1% | $11,250-85.1% |