Filed July 13, 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 | $51,355 | $58,241-11.8% | $81,780-37.2% | $80,911-36.5% |
| Participation rate | 89.9% | 63.4%+26.4pp | 72.4%+17.5pp | 67.6%+22.2pp |
| Annual return | 10.07% | 41.73%-31.7pp | 776.27%-766.2pp | 35.63%-25.6pp |
| Employer contribution / active EE | $1,646 | $2,343-29.8% | $2,914-43.5% | $2,756-40.3% |
| Participant deferral / active EE | $4,857 | $3,283+48.0% | $4,321+12.4% | $4,297+13.0% |
| Admin fee / account holder | $16,371 | $4,973+229.2% | $7,384+121.7% | $6,935+136.1% |