Filed February 24, 2017 (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 | $395,631 | $90,606+336.7% | $79,466+397.9% | $135,379+192.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -12.09% | 977.69%-989.8pp | 718.28%-730.4pp | 519.79%-531.9pp |
| Employer contribution / active EE | $32,000 | $3,068+943.1% | $2,800+1042.8% | $4,779+569.6% |
| Participant deferral / active EE | $25,423 | $4,050+527.7% | $3,704+586.4% | $5,609+353.3% |
| Admin fee / account holder | $3,187 | $5,895-45.9% | $5,104-37.6% | $10,828-70.6% |