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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,351 | $75,962-44.2% | $154,108-72.5% | $64,173-34.0% |
| Participation rate | 84.0% | 70.4%+13.6pp | 83.0%+1.0pp | 69.6%+14.4pp |
| Annual return | -6.27% | 30.32%-36.6pp | 735.21%-741.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $6,277 | $3,350+87.4% | $5,298+18.5% | $2,381+163.7% |
| Participant deferral / active EE | $4,004 | $3,175+26.1% | $5,081-21.2% | $3,470+15.4% |
| Admin fee / account holder | $659 | $5,589-88.2% | $13,411-95.1% | $4,887-86.5% |