Filed March 30, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,230 | $212,386-39.6% | $199,883-35.8% | $138,895-7.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 6.81% | 47.75%-40.9pp | 43.81%-37.0pp | 145.39%-138.6pp |
| Employer contribution / active EE | $3,871 | $6,625-41.6% | $6,261-38.2% | $4,194-7.7% |
| Participant deferral / active EE | $5,955 | $9,617-38.1% | $9,138-34.8% | $6,396-6.9% |
| Admin fee / account holder | $153,849 | $18,233+743.8% | $17,268+791.0% | $12,562+1124.7% |