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 | $43,975 | $43,344+1.5% | $59,899-26.6% | $64,173-31.5% |
| Participation rate | 95.2% | 69.2%+26.1pp | 74.7%+20.5pp | 69.6%+25.7pp |
| Annual return | -2.85% | -1.55%-1.3pp | 3.46%-6.3pp | 7.63%-10.5pp |
| Employer contribution / active EE | $2,732 | $2,030+34.6% | $2,723+0.3% | $2,381+14.8% |
| Participant deferral / active EE | $3,321 | $2,547+30.4% | $3,402-2.4% | $3,470-4.3% |
| Admin fee / account holder | $3,263 | $3,008+8.5% | $3,592-9.2% | $4,887-33.2% |