Filed August 16, 2016 (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 | $292,915 | $201,372+45.5% | $184,260+59.0% | $145,884+100.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.08% | 29.04%-21.0pp | 28.84%-20.8pp | 551.85%-543.8pp |
| Employer contribution / active EE | $10,819 | $7,024+54.0% | $6,427+68.3% | $4,662+132.1% |
| Participant deferral / active EE | $7,577 | $9,808-22.7% | $9,133-17.0% | $6,690+13.3% |
| Admin fee / account holder | $3,414 | $16,362-79.1% | $13,898-75.4% | $13,392-74.5% |