Filed February 7, 2017 (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.)
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 | $319,321 | $138,385+130.7% | $184,243+73.3% | $80,925+294.6% |
| Participation rate | 93.5% | 83.9%+9.6pp | 86.8%+6.7pp | 67.7%+25.8pp |
| Annual return | 7.71% | 20.02%-12.3pp | 28.82%-21.1pp | 35.65%-27.9pp |
| Employer contribution / active EE | $10,159 | $4,851+109.4% | $6,427+58.1% | $2,756+268.6% |
| Participant deferral / active EE | $5,874 | $7,075-17.0% | $9,132-35.7% | $4,299+36.6% |
| Admin fee / account holder | $1,531 | $10,489-85.4% | $13,914-89.0% | $6,940-77.9% |