Filed November 3, 2015 (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 | $217,693 | $62,583+247.8% | $76,767+183.6% | $64,173+239.2% |
| Participation rate | 75.0% | 72.8%+2.2pp | 77.0%-2.0pp | 69.6%+5.4pp |
| Annual return | -4.40% | -1.95%-2.5pp | 2.43%-6.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $862 | $1,832-52.9% | $2,485-65.3% | $2,381-63.8% |
| Participant deferral / active EE | $5,291 | $3,145+68.3% | $3,852+37.4% | $3,470+52.5% |
| Admin fee / account holder | $15,126 | $4,667+224.1% | $6,675+126.6% | $4,887+209.5% |