Filed December 1, 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 | $45,913 | $40,275+14.0% | $57,356-20.0% | $59,633-23.0% |
| Participation rate | 93.9% | 69.1%+24.7pp | 75.1%+18.8pp | 68.7%+25.2pp |
| Annual return | 1.84% | 27.52%-25.7pp | 24.41%-22.6pp | 2041.45%-2039.6pp |
| Employer contribution / active EE | $2,264 | $1,921+17.8% | $2,689-15.8% | $2,203+2.8% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,573 | $2,820-8.8% | $3,357-23.4% | $4,297-40.1% |