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 | $19,775 | $48,050-58.8% | $85,969-77.0% | $59,633-66.8% |
| Participation rate | 98.3% | 64.5%+33.9pp | 76.5%+21.8pp | 68.7%+29.7pp |
| Annual return | 0.16% | 0.29%-0.1pp | 9.32%-9.2pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $522 | $1,640-68.2% | $3,474-85.0% | $2,203-76.3% |
| Participant deferral / active EE | $1,431 | $2,249-36.4% | $3,829-62.6% | $3,192-55.2% |
| Admin fee / account holder | $6,135 | $3,206+91.4% | $6,053+1.3% | $4,297+42.8% |