Filed May 16, 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 | $58,218 | $110,083-47.1% | $151,628-61.6% | $68,495-15.0% |
| Participation rate | 97.2% | 84.0%+13.3pp | 87.5%+9.7pp | 67.9%+29.3pp |
| Annual return | -20.32% | -10.12%-10.2pp | 3.34%-23.7pp | -7.84%-12.5pp |
| Employer contribution / active EE | $3,368 | $4,470-24.7% | $6,165-45.4% | $2,596+29.7% |
| Participant deferral / active EE | $4,033 | $6,526-38.2% | $8,363-51.8% | $4,028+0.1% |
| Admin fee / account holder | $7,807 | $7,718+1.2% | $11,613-32.8% | $5,403+44.5% |