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 | $136,246 | $77,908+74.9% | $149,696-9.0% | $75,173+81.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 9.65% | 31.73%-22.1pp | 134.46%-124.8pp | 160.72%-151.1pp |
| Employer contribution / active EE | $4,275 | $3,138+36.2% | $4,821-11.3% | $2,671+60.0% |
| Participant deferral / active EE | $4,534 | $3,411+32.9% | $5,682-20.2% | $4,126+9.9% |
| Admin fee / account holder | $3,939 | $5,950-33.8% | $13,212-70.2% | $5,651-30.3% |