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 | $711,913 | $81,487+773.6% | $102,412+595.1% | $80,935+779.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 6.71% | 25.60%-18.9pp | 24.94%-18.2pp | 35.66%-29.0pp |
| Employer contribution / active EE | $8,338 | $3,103+168.7% | $3,870+115.5% | $2,757+202.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,360 | $6,717-5.3% | $8,388-24.2% | $6,924-8.2% |