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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,774 | $49,976-2.4% | $66,674-26.8% | $82,637-41.0% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 12.37% | 39.09%-26.7pp | 321.24%-308.9pp | 53.51%-41.1pp |
| Employer contribution / active EE | $5,681 | $1,988+185.8% | $2,620+116.8% | $2,552+122.6% |
| Participant deferral / active EE | $1,433 | $2,847-49.7% | $4,084-64.9% | $4,126-65.3% |
| Admin fee / account holder | $17,087 | $4,594+272.0% | $5,098+235.2% | $7,339+132.8% |