Filed March 15, 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 | $155,437 | $77,638+100.2% | $156,551-0.7% | $62,881+147.2% |
| Participation rate | 96.0% | 71.2%+24.8pp | 84.0%+12.0pp | 69.3%+26.7pp |
| Annual return | 2.06% | 50.33%-48.3pp | 32.23%-30.2pp | 20.14%-18.1pp |
| Employer contribution / active EE | $3,807 | $3,444+10.5% | $5,501-30.8% | $2,281+66.9% |
| Participant deferral / active EE | $3,401 | $3,046+11.7% | $4,871-30.2% | $3,203+6.2% |
| Admin fee / account holder | $14,945 | $5,561+168.7% | $13,028+14.7% | $4,296+247.9% |