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 | $82,269 | $110,083-25.3% | $151,645-45.7% | $68,490+20.1% |
| Participation rate | 92.3% | 84.0%+8.4pp | 87.5%+4.8pp | 67.9%+24.4pp |
| Annual return | -18.84% | -10.12%-8.7pp | 3.34%-22.2pp | -7.85%-11.0pp |
| Employer contribution / active EE | $3,764 | $4,470-15.8% | $6,165-38.9% | $2,597+44.9% |
| Participant deferral / active EE | $6,392 | $6,526-2.1% | $8,363-23.6% | $4,028+58.7% |
| Admin fee / account holder | $8,841 | $7,718+14.6% | $11,614-23.9% | $5,403+63.6% |