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 | $274,164 | $137,414+99.5% | $189,545+44.6% | $85,851+219.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 10.67% | 38.14%-27.5pp | 555.36%-544.7pp | 318.63%-308.0pp |
| Employer contribution / active EE | $7,131 | $4,344+64.1% | $6,162+15.7% | $2,565+177.9% |
| Participant deferral / active EE | $12,148 | $6,260+94.1% | $8,220+47.8% | $3,952+207.4% |
| Admin fee / account holder | $11,060 | $8,630+28.2% | $12,049-8.2% | $6,261+76.7% |