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 | $201,372-3.9% | $184,260+5.0% | $145,884+32.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.73% | 29.04%-20.3pp | 28.84%-20.1pp | 551.85%-543.1pp |
| Employer contribution / active EE | $5,896 | $7,024-16.1% | $6,427-8.3% | $4,662+26.5% |
| Participant deferral / active EE | $6,255 | $9,808-36.2% | $9,133-31.5% | $6,690-6.5% |
| Admin fee / account holder | $13,299 | $16,362-18.7% | $13,898-4.3% | $13,392-0.7% |