Filed March 2, 2017 (most recent of 5 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 | $140,980 | $146,267-3.6% | $197,124-28.5% | $82,448+71.0% |
| Participation rate | 98.6% | 84.0%+14.5pp | 86.7%+11.8pp | 68.1%+30.5pp |
| Annual return | 11.61% | 29.61%-18.0pp | 44.34%-32.7pp | 41.64%-30.0pp |
| Employer contribution / active EE | $4,961 | $4,723+5.0% | $6,227-20.3% | $2,551+94.5% |
| Participant deferral / active EE | $8,019 | $7,035+14.0% | $9,135-12.2% | $4,139+93.7% |
| Admin fee / account holder | $27,001 | $14,422+87.2% | $16,298+65.7% | $7,234+273.2% |