Filed December 23, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,870 | $127,387-39.7% | $115,038-33.2% | $125,389-38.7% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | -1.05% | 31.28%-32.3pp | 26.14%-27.2pp | 282.24%-283.3pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $16,048 | $6,423+149.8% | $6,026+166.3% | $5,352+199.9% |
| Admin fee / account holder | $17,476 | $9,516+83.6% | $8,175+113.8% | $9,541+83.2% |