Filed January 4, 2018 (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 | $251,577 | $138,393+81.8% | $184,256+36.5% | $80,959+210.7% |
| Participation rate | 96.4% | 83.9%+12.5pp | 86.8%+9.6pp | 67.7%+28.8pp |
| Annual return | 9.65% | 20.01%-10.4pp | 28.85%-19.2pp | 35.67%-26.0pp |
| Employer contribution / active EE | $7,061 | $4,847+45.7% | $6,427+9.9% | $2,757+156.1% |
| Participant deferral / active EE | $11,986 | $7,076+69.4% | $9,133+31.2% | $4,300+178.7% |
| Admin fee / account holder | $11,693 | $10,489+11.5% | $13,899-15.9% | $6,925+68.8% |