Filed January 4, 2018 (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 | $292,186 | $146,267+99.8% | $197,124+48.2% | $82,448+254.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 12.18% | 29.61%-17.4pp | 44.34%-32.2pp | 41.64%-29.5pp |
| Employer contribution / active EE | $11,954 | $4,723+153.1% | $6,227+92.0% | $2,551+368.6% |
| Participant deferral / active EE | $10,031 | $7,035+42.6% | $9,135+9.8% | $4,139+142.3% |
| Admin fee / account holder | $8,711 | $14,422-39.6% | $16,298-46.6% | $7,234+20.4% |