Filed November 3, 2015 (most recent of 2 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 | $294,696 | $80,983+263.9% | $96,544+205.2% | $75,177+292.0% |
| Participation rate | 72.7% | 71.8%+0.9pp | 76.0%-3.3pp | 67.2%+5.5pp |
| Annual return | 9.89% | 27.05%-17.2pp | 25.88%-16.0pp | 160.75%-150.9pp |
| Employer contribution / active EE | $4,521 | $2,282+98.1% | $2,966+52.4% | $2,671+69.3% |
| Participant deferral / active EE | $10,721 | $3,929+172.9% | $4,851+121.0% | $4,126+159.8% |
| Admin fee / account holder | $17,278 | $6,717+157.2% | $8,254+109.3% | $5,651+205.7% |