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 | $142,972+104.4% | $214,702+36.1% | $86,983+235.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 12.18% | 18.49%-6.3pp | 54.55%-42.4pp | 25.83%-13.7pp |
| Employer contribution / active EE | $11,954 | $4,635+157.9% | $6,461+85.0% | $2,584+362.5% |
| Participant deferral / active EE | $10,031 | $6,568+52.7% | $9,147+9.7% | $4,194+139.2% |
| Admin fee / account holder | $8,711 | $17,617-50.6% | $19,830-56.1% | $7,856+10.9% |