Filed February 1, 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 | $86,245 | $138,385-37.7% | $184,200-53.2% | $80,874+6.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 9.59% | 20.02%-10.4pp | 28.80%-19.2pp | 35.62%-26.0pp |
| Employer contribution / active EE | $3,713 | $4,849-23.4% | $6,424-42.2% | $2,756+34.8% |
| Participant deferral / active EE | $3,582 | $7,073-49.4% | $9,132-60.8% | $4,297-16.6% |
| Admin fee / account holder | $27,660 | $10,483+163.8% | $13,907+98.9% | $6,935+298.8% |