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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,612 | $54,239-65.7% | $70,098-73.4% | $68,495-72.8% |
| Participation rate | 70.5% | 64.5%+6.0pp | 70.5%0pp | 67.9%+2.6pp |
| Annual return | -19.77% | -13.87%-5.9pp | 190.76%-210.5pp | -7.84%-11.9pp |
| Employer contribution / active EE | $657 | $2,019-67.4% | $2,560-74.3% | $2,596-74.7% |
| Participant deferral / active EE | $2,462 | $2,957-16.7% | $3,849-36.0% | $4,028-38.9% |
| Admin fee / account holder | $3,469 | $4,691-26.1% | $6,266-44.6% | $5,403-35.8% |