Filed May 6, 2016 (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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,797 | $64,716+58.8% | $112,258-8.4% | $68,495+50.1% |
| Participation rate | 82.4% | 67.2%+15.2pp | 75.1%+7.3pp | 67.9%+14.5pp |
| Annual return | -22.26% | -11.40%-10.9pp | 27.47%-49.7pp | -7.84%-14.4pp |
| Employer contribution / active EE | $3,344 | $2,746+21.8% | $3,636-8.0% | $2,596+28.8% |
| Participant deferral / active EE | $6,348 | $3,565+78.1% | $4,728+34.3% | $4,028+57.6% |
| Admin fee / account holder | $13,239 | $5,232+153.1% | $6,411+106.5% | $5,403+145.0% |