Filed September 1, 2015 (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 | $423,376 | $160,028+164.6% | $147,080+187.9% | $145,884+190.2% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | -15.01% | 98.60%-113.6pp | 420.17%-435.2pp | 551.85%-566.9pp |
| Employer contribution / active EE | $7,165 | $5,286+35.6% | $4,933+45.2% | $4,662+53.7% |
| Participant deferral / active EE | $20,767 | $8,422+146.6% | $8,066+157.5% | $6,690+210.4% |
| Admin fee / account holder | $142,525 | $15,030+848.3% | $12,989+997.3% | $13,392+964.3% |