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 | $138,366+81.8% | $184,185+36.6% | $80,911+210.9% |
| Participation rate | 96.4% | 83.9%+12.6pp | 86.8%+9.6pp | 67.6%+28.8pp |
| Annual return | 9.65% | 20.02%-10.4pp | 28.81%-19.2pp | 35.63%-26.0pp |
| Employer contribution / active EE | $7,061 | $4,849+45.6% | $6,426+9.9% | $2,756+156.2% |
| Participant deferral / active EE | $11,986 | $7,074+69.4% | $9,132+31.2% | $4,297+178.9% |
| Admin fee / account holder | $11,693 | $10,484+11.5% | $13,909-15.9% | $6,935+68.6% |