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 | $69,287 | $82,028-15.5% | $123,105-43.7% | $59,633+16.2% |
| Participation rate | 96.0% | 83.2%+12.8pp | 86.8%+9.2pp | 68.7%+27.3pp |
| Annual return | -6.43% | 5.12%-11.5pp | 13.22%-19.6pp | 2041.45%-2047.9pp |
| Employer contribution / active EE | $1,426 | $3,297-56.7% | $5,151-72.3% | $2,203-35.3% |
| Participant deferral / active EE | $4,171 | $4,667-10.6% | $6,229-33.0% | $3,192+30.7% |
| Admin fee / account holder | $4,621 | $5,879-21.4% | $9,014-48.7% | $4,297+7.5% |