Filed November 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,541 | $201,264-3.8% | $184,185+5.1% | $145,978+32.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.73% | 29.00%-20.3pp | 28.81%-20.1pp | 550.52%-541.8pp |
| Employer contribution / active EE | $5,896 | $7,021-16.0% | $6,426-8.2% | $4,662+26.5% |
| Participant deferral / active EE | $6,255 | $9,806-36.2% | $9,132-31.5% | $6,690-6.5% |
| Admin fee / account holder | $13,299 | $16,376-18.8% | $13,909-4.4% | $13,400-0.8% |