Filed January 5, 2017 (most recent of 3 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 | $150,609 | $84,236+78.8% | $170,435-11.6% | $70,126+114.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 11.51% | 23.06%-11.6pp | 205.94%-194.4pp | 73.15%-61.6pp |
| Employer contribution / active EE | $7,276 | $3,387+114.8% | $5,432+33.9% | $2,343+210.6% |
| Participant deferral / active EE | $4,675 | $3,086+51.5% | $4,939-5.4% | $3,332+40.3% |
| Admin fee / account holder | $6,435 | $5,698+12.9% | $13,881-53.6% | $4,645+38.5% |