Filed June 26, 2017 (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 | $64,554 | $75,541-14.5% | $152,093-57.6% | $82,637-21.9% |
| Participation rate | 92.6% | 66.5%+26.1pp | 77.8%+14.8pp | 68.1%+24.5pp |
| Annual return | 14.60% | 32.56%-18.0pp | 66.36%-51.8pp | 53.51%-38.9pp |
| Employer contribution / active EE | $2,555 | $2,622-2.6% | $4,175-38.8% | $2,552+0.1% |
| Participant deferral / active EE | $3,725 | $3,206+16.2% | $5,451-31.7% | $4,126-9.7% |
| Admin fee / account holder | $3,728 | $6,405-41.8% | $14,497-74.3% | $7,339-49.2% |