Filed October 13, 2015 (most recent of 3 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 | $111,909 | $42,909+160.8% | $60,906+83.7% | $68,486+63.4% |
| Participation rate | 92.3% | 66.8%+25.5pp | 73.1%+19.2pp | 67.9%+24.4pp |
| Annual return | -9.86% | -13.99%+4.1pp | 16.94%-26.8pp | -7.85%-2.0pp |
| Employer contribution / active EE | $4,940 | $1,979+149.7% | $2,703+82.8% | $2,597+90.3% |
| Participant deferral / active EE | $2,468 | $2,866-13.9% | $3,814-35.3% | $4,028-38.7% |
| Admin fee / account holder | $3,394 | $3,104+9.3% | $3,227+5.2% | $5,404-37.2% |