Filed June 14, 2016 (most recent of 3 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $304,619 | $73,839+312.5% | $143,788+111.9% | $68,495+344.7% |
| Participation rate | 90.0% | 66.7%+23.3pp | 80.3%+9.7pp | 67.9%+22.1pp |
| Annual return | -17.05% | 1.01%-18.1pp | -0.03%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $11,346 | $3,184+256.3% | $4,952+129.1% | $2,596+337.0% |
| Participant deferral / active EE | $8,047 | $3,384+137.8% | $5,638+42.7% | $4,028+99.8% |
| Admin fee / account holder | $5,562 | $5,755-3.4% | $14,675-62.1% | $5,403+2.9% |