Filed May 18, 2017 (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 | $249,860 | $92,766+169.3% | $82,763+201.9% | $134,545+85.7% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -19.60% | 946.97%-966.6pp | 702.45%-722.0pp | 418.37%-438.0pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $10,800 | $4,802+124.9% | $4,395+145.7% | $6,401+68.7% |
| Admin fee / account holder | $770 | $5,978-87.1% | $5,325-85.5% | $11,431-93.3% |