Filed May 11, 2016 (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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,360 | $123,793-61.7% | $177,840-73.4% | $79,852-40.7% |
| Participation rate | 91.4% | 84.7%+6.8pp | 87.7%+3.7pp | 69.6%+21.8pp |
| Annual return | 9.41% | 22.82%-13.4pp | 48.32%-38.9pp | 31.72%-22.3pp |
| Employer contribution / active EE | $2,237 | $4,095-45.4% | $5,919-62.2% | $2,471-9.5% |
| Participant deferral / active EE | $4,408 | $5,956-26.0% | $7,714-42.9% | $3,740+17.9% |
| Admin fee / account holder | $16,357 | $7,243+125.8% | $12,431+31.6% | $5,306+208.3% |