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 | $209,336-38.7% | $197,124-34.9% | $137,256-6.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 6.81% | 48.09%-41.3pp | 44.34%-37.5pp | 220.34%-213.5pp |
| Employer contribution / active EE | $3,871 | $6,591-41.3% | $6,227-37.8% | $4,156-6.9% |
| Participant deferral / active EE | $5,955 | $9,614-38.1% | $9,135-34.8% | $6,407-7.0% |
| Admin fee / account holder | $153,849 | $17,308+788.9% | $16,298+844.0% | $12,270+1153.8% |