Filed December 12, 2016 (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 | $103,218 | $82,324+25.4% | $68,803+50.0% | $134,545-23.3% |
| Participation rate | 87.5% | 75.1%+12.4pp | 69.0%+18.5pp | 81.2%+6.3pp |
| Annual return | -23.08% | -2.17%-20.9pp | -6.37%-16.7pp | 418.37%-441.4pp |
| Employer contribution / active EE | $5,699 | $3,302+72.6% | $2,656+114.6% | $4,742+20.2% |
| Participant deferral / active EE | $14,560 | $4,740+207.2% | $3,942+269.4% | $6,401+127.5% |
| Admin fee / account holder | $26,102 | $6,485+302.5% | $4,936+428.8% | $11,431+128.4% |