Filed April 6, 2017 (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 | $27,536 | $81,358-66.2% | $155,556-82.3% | $80,959-66.0% |
| Participation rate | 70.6% | 66.3%+4.3pp | 78.2%-7.6pp | 67.7%+2.9pp |
| Annual return | 9.63% | 33.39%-23.8pp | 64.84%-55.2pp | 35.67%-26.0pp |
| Employer contribution / active EE | $1,376 | $3,106-55.7% | $4,675-70.6% | $2,757-50.1% |
| Participant deferral / active EE | $2,093 | $3,455-39.4% | $5,631-62.8% | $4,300-51.3% |
| Admin fee / account holder | $628 | $7,994-92.1% | $15,885-96.0% | $6,925-90.9% |