Filed August 31, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,774 | $64,920-24.9% | $103,693-53.0% | $86,983-43.9% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 12.37% | 30.29%-17.9pp | 47.61%-35.2pp | 25.83%-13.5pp |
| Employer contribution / active EE | $5,681 | $2,141+165.4% | $2,920+94.5% | $2,584+119.8% |
| Participant deferral / active EE | $1,433 | $3,241-55.8% | $4,579-68.7% | $4,194-65.8% |
| Admin fee / account holder | $17,087 | $6,191+176.0% | $7,858+117.4% | $7,856+117.5% |