Filed April 11, 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 | $62,681 | $87,834-28.6% | $133,975-53.2% | $62,881-0.3% |
| Participation rate | 92.0% | 83.4%+8.6pp | 87.1%+4.9pp | 69.3%+22.7pp |
| Annual return | 3.22% | 12.05%-8.8pp | 29.29%-26.1pp | 20.14%-16.9pp |
| Employer contribution / active EE | $2,953 | $3,482-15.2% | $5,211-43.3% | $2,281+29.5% |
| Participant deferral / active EE | $5,185 | $4,812+7.8% | $6,282-17.5% | $3,203+61.9% |
| Admin fee / account holder | $10,063 | $5,372+87.3% | $9,324+7.9% | $4,296+134.3% |