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 | $149,446-5.7% | $256,809-45.1% | $94,015+50.0% |
| Participation rate | 98.6% | 85.3%+13.3pp | 88.5%+10.0pp | 70.8%+27.7pp |
| Annual return | 11.61% | 17.55%-5.9pp | 32.73%-21.1pp | 17.84%-6.2pp |
| Employer contribution / active EE | $4,961 | $4,596+7.9% | $7,263-31.7% | $2,790+77.8% |
| Participant deferral / active EE | $8,019 | $6,491+23.5% | $9,520-15.8% | $4,249+88.7% |
| Admin fee / account holder | $27,001 | $24,035+12.3% | $25,146+7.4% | $8,951+201.6% |