Filed November 3, 2015 (most recent of 2 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,118 | $56,197+350.4% | $67,652+274.1% | $59,633+324.5% |
| Participation rate | 78.1% | 71.5%+6.7pp | 75.7%+2.5pp | 68.7%+9.5pp |
| Annual return | -2.29% | 18508.10%-18510.4pp | 6625.40%-6627.7pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,262 | $2,844+49.9% | $3,560+19.7% | $3,192+33.5% |
| Admin fee / account holder | $17,566 | $3,958+343.8% | $4,821+264.4% | $4,297+308.8% |