Filed May 11, 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 | $42,347 | $56,544-25.1% | $75,501-43.9% | $70,126-39.6% |
| Participation rate | 85.7% | 68.1%+17.6pp | 72.4%+13.4pp | 69.5%+16.2pp |
| Annual return | 11.77% | 23.59%-11.8pp | 27.35%-15.6pp | 73.15%-61.4pp |
| Employer contribution / active EE | $1,735 | $1,817-4.5% | $2,352-26.2% | $2,343-25.9% |
| Participant deferral / active EE | $4,420 | $2,580+71.3% | $3,142+40.7% | $3,332+32.7% |
| Admin fee / account holder | $441 | $3,827-88.5% | $5,801-92.4% | $4,645-90.5% |