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 | $145,431-3.1% | $211,142-33.2% | $87,485+61.1% |
| Participation rate | 98.6% | 84.7%+13.8pp | 87.3%+11.3pp | 68.9%+29.6pp |
| Annual return | 11.61% | 27.21%-15.6pp | 46.84%-35.2pp | 26.06%-14.5pp |
| Employer contribution / active EE | $4,961 | $4,662+6.4% | $6,442-23.0% | $2,596+91.1% |
| Participant deferral / active EE | $8,019 | $6,859+16.9% | $9,284-13.6% | $4,274+87.6% |
| Admin fee / account holder | $27,001 | $17,052+58.3% | $19,076+41.5% | $7,775+247.3% |