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 | $147,379 | $81,262+81.4% | $155,602-5.3% | $80,911+82.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 9.35% | 33.34%-24.0pp | 64.81%-55.5pp | 35.63%-26.3pp |
| Employer contribution / active EE | $7,927 | $3,102+155.5% | $4,675+69.5% | $2,756+187.6% |
| Participant deferral / active EE | $4,907 | $3,451+42.2% | $5,629-12.8% | $4,297+14.2% |
| Admin fee / account holder | $35,755 | $7,992+347.4% | $15,923+124.5% | $6,935+415.6% |