Filed October 17, 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 | $54,680 | $87,834-37.7% | $133,975-59.2% | $62,881-13.0% |
| Participation rate | 93.5% | 83.4%+10.1pp | 87.1%+6.4pp | 69.3%+24.2pp |
| Annual return | 5.12% | 12.05%-6.9pp | 29.29%-24.2pp | 20.14%-15.0pp |
| Employer contribution / active EE | $2,050 | $3,482-41.1% | $5,211-60.7% | $2,281-10.1% |
| Participant deferral / active EE | $3,264 | $4,812-32.2% | $6,282-48.0% | $3,203+1.9% |
| Admin fee / account holder | $10,302 | $5,372+91.8% | $9,324+10.5% | $4,296+139.8% |