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 | $145,431-61.5% | $211,142-73.5% | $87,485-36.1% |
| Participation rate | 89.1% | 84.7%+4.4pp | 87.3%+1.8pp | 68.9%+20.2pp |
| Annual return | 11.65% | 27.21%-15.6pp | 46.84%-35.2pp | 26.06%-14.4pp |
| Employer contribution / active EE | $2,501 | $4,662-46.4% | $6,442-61.2% | $2,596-3.7% |
| Participant deferral / active EE | $3,811 | $6,859-44.4% | $9,284-59.0% | $4,274-10.8% |
| Admin fee / account holder | $4,410 | $17,052-74.1% | $19,076-76.9% | $7,775-43.3% |