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 | $122,246 | $138,386-11.7% | $184,260-33.7% | $80,935+51.0% |
| Participation rate | 98.8% | 83.9%+14.9pp | 86.8%+11.9pp | 67.7%+31.1pp |
| Annual return | 10.15% | 20.02%-9.9pp | 28.84%-18.7pp | 35.66%-25.5pp |
| Employer contribution / active EE | $4,144 | $4,851-14.6% | $6,427-35.5% | $2,757+50.3% |
| Participant deferral / active EE | $6,437 | $7,076-9.0% | $9,133-29.5% | $4,299+49.7% |
| Admin fee / account holder | $23,187 | $10,489+121.1% | $13,898+66.8% | $6,924+234.9% |