Filed January 25, 2016 (most recent of 3 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 | $61,257 | $125,797-51.3% | $170,057-64.0% | $75,177-18.5% |
| Participation rate | 92.9% | 83.6%+9.3pp | 87.0%+5.9pp | 67.2%+25.7pp |
| Annual return | 13.34% | 27.20%-13.9pp | 53.42%-40.1pp | 160.75%-147.4pp |
| Employer contribution / active EE | $3,988 | $4,616-13.6% | $6,790-41.3% | $2,671+49.3% |
| Participant deferral / active EE | $4,223 | $6,838-38.2% | $10,411-59.4% | $4,126+2.3% |
| Admin fee / account holder | $21,595 | $8,177+164.1% | $12,826+68.4% | $5,651+282.1% |