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 | $96,044 | $137,414-30.1% | $189,545-49.3% | $85,851+11.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 6.64% | 38.14%-31.5pp | 555.36%-548.7pp | 318.63%-312.0pp |
| Employer contribution / active EE | $3,995 | $4,344-8.0% | $6,162-35.2% | $2,565+55.7% |
| Participant deferral / active EE | $3,850 | $6,260-38.5% | $8,220-53.2% | $3,952-2.6% |
| Admin fee / account holder | $8,116 | $8,630-6.0% | $12,049-32.6% | $6,261+29.6% |