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 | $93,025 | $109,359-14.9% | $162,185-42.6% | $72,976+27.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 11.26% | 25.46%-14.2pp | 115.61%-104.3pp | 81.02%-69.8pp |
| Employer contribution / active EE | $3,528 | $3,907-9.7% | $5,613-37.1% | $2,440+44.6% |
| Participant deferral / active EE | $3,658 | $5,481-33.3% | $7,297-49.9% | $3,608+1.4% |
| Admin fee / account holder | $2,961 | $7,972-62.9% | $10,844-72.7% | $5,124-42.2% |