Filed July 27, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,335 | $49,177-13.9% | $79,476-46.7% | $64,181-34.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -5.80% | -1.16%-4.6pp | 718.21%-724.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,122 | $2,076-45.9% | $2,800-59.9% | $2,381-52.9% |
| Participant deferral / active EE | $3,851 | $2,821+36.5% | $3,704+4.0% | $3,470+11.0% |
| Admin fee / account holder | $4,830 | $3,839+25.8% | $5,113-5.5% | $4,887-1.2% |