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 | $165,960 | $77,901+113.0% | $149,717+10.8% | $75,181+120.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 12.92% | 31.73%-18.8pp | 134.41%-121.5pp | 160.69%-147.8pp |
| Employer contribution / active EE | $7,494 | $3,137+138.8% | $4,820+55.5% | $2,671+180.6% |
| Participant deferral / active EE | $4,934 | $3,411+44.6% | $5,682-13.2% | $4,126+19.6% |
| Admin fee / account holder | $1,879 | $5,949-68.4% | $13,213-85.8% | $5,650-66.7% |