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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,616 | $54,162-23.2% | $68,612-39.3% | $64,173-35.2% |
| Participation rate | 93.6% | 68.1%+25.6pp | 72.2%+21.4pp | 69.6%+24.0pp |
| Annual return | -5.39% | -1.62%-3.8pp | -4.63%-0.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,773 | $1,846-4.0% | $2,625-32.5% | $2,381-25.5% |
| Participant deferral / active EE | $4,232 | $2,626+61.2% | $3,311+27.8% | $3,470+22.0% |
| Admin fee / account holder | $808 | $4,029-79.9% | $5,131-84.3% | $4,887-83.5% |