Filed January 18, 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 | $55,927 | $146,267-61.8% | $197,124-71.6% | $82,448-32.2% |
| Participation rate | 89.1% | 84.0%+5.1pp | 86.7%+2.4pp | 68.1%+21.1pp |
| Annual return | 11.65% | 29.61%-18.0pp | 44.34%-32.7pp | 41.64%-30.0pp |
| Employer contribution / active EE | $2,501 | $4,723-47.1% | $6,227-59.8% | $2,551-2.0% |
| Participant deferral / active EE | $3,811 | $7,035-45.8% | $9,135-58.3% | $4,139-7.9% |
| Admin fee / account holder | $4,410 | $14,422-69.4% | $16,298-72.9% | $7,234-39.0% |