Filed April 30, 2018
Total covered: 0 employees
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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 | $424,952 | $78,670+440.2% | $109,173+289.2% | $85,847+395.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 5.81% | 25.09%-19.3pp | 25.75%-19.9pp | 318.61%-312.8pp |
| Employer contribution / active EE | $2,515 | $2,734-8.0% | $3,723-32.4% | $2,565-1.9% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,498 | $5,469-72.6% | $6,755-77.8% | $6,261-76.1% |