Filed January 23, 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 | $94,034 | $138,393-32.1% | $184,256-49.0% | $80,959+16.2% |
| Participation rate | 86.7% | 83.9%+2.8pp | 86.8%-0.1pp | 67.7%+19.1pp |
| Annual return | 9.04% | 20.01%-11.0pp | 28.85%-19.8pp | 35.67%-26.6pp |
| Employer contribution / active EE | $1,808 | $4,847-62.7% | $6,427-71.9% | $2,757-34.4% |
| Participant deferral / active EE | $4,436 | $7,076-37.3% | $9,133-51.4% | $4,300+3.2% |
| Admin fee / account holder | $3,132 | $10,489-70.1% | $13,899-77.5% | $6,925-54.8% |