Filed February 3, 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 | $27,070 | $63,845-57.6% | $81,370-66.7% | $80,959-66.6% |
| Participation rate | 76.4% | 63.9%+12.5pp | 69.5%+6.8pp | 67.7%+8.7pp |
| Annual return | 12.42% | 16.37%-4.0pp | 24.85%-12.4pp | 35.67%-23.3pp |
| Employer contribution / active EE | $543 | $1,980-72.6% | $2,464-77.9% | $2,757-80.3% |
| Participant deferral / active EE | $2,790 | $3,093-9.8% | $3,885-28.2% | $4,300-35.1% |
| Admin fee / account holder | $4,458 | $5,688-21.6% | $5,749-22.5% | $6,925-35.6% |