Filed March 14, 2016 (most recent of 2 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,939 | $209,874+39.1% | $189,537+54.0% | $167,536+74.3% |
| Participation rate | 90.9% | 88.7%+2.2pp | 87.8%+3.1pp | 82.1%+8.8pp |
| Annual return | 14.64% | 748.61%-734.0pp | 555.34%-540.7pp | 478.82%-464.2pp |
| Employer contribution / active EE | $7,317 | $6,913+5.8% | $6,161+18.8% | $4,839+51.2% |
| Participant deferral / active EE | $2,531 | $8,934-71.7% | $8,220-69.2% | $6,342-60.1% |
| Admin fee / account holder | $1,984 | $14,299-86.1% | $12,048-83.5% | $12,315-83.9% |