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 | $81,287 | $100,060-18.8% | $149,721-45.7% | $70,126+15.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 8.12% | 27.46%-19.3pp | 1501.67%-1493.6pp | 73.15%-65.0pp |
| Employer contribution / active EE | $3,425 | $3,661-6.4% | $5,444-37.1% | $2,343+46.2% |
| Participant deferral / active EE | $3,272 | $4,982-34.3% | $6,568-50.2% | $3,332-1.8% |
| Admin fee / account holder | $367 | $8,285-95.6% | $11,282-96.8% | $4,645-92.1% |