Filed April 22, 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 | $72,442 | $150,447-51.8% | $136,298-46.9% | $147,586-50.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.84% | 1049.15%-1044.3pp | 5156.27%-5151.4pp | 578.59%-573.8pp |
| Employer contribution / active EE | $10,355 | $5,256+97.0% | $4,696+120.5% | $4,876+112.3% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8,197 | $10,906-24.8% | $9,244-11.3% | $10,886-24.7% |