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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,716 | $94,529-7.2% | $140,019-37.4% | $64,173+36.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -1.41% | 7.77%-9.2pp | 651.17%-652.6pp | 7.63%-9.0pp |
| Employer contribution / active EE | $3,289 | $3,812-13.7% | $5,605-41.3% | $2,381+38.2% |
| Participant deferral / active EE | $3,581 | $5,250-31.8% | $6,927-48.3% | $3,470+3.2% |
| Admin fee / account holder | $1,330 | $6,741-80.3% | $10,705-87.6% | $4,887-72.8% |