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 | $142,972-1.4% | $214,702-34.3% | $86,983+62.1% |
| Participation rate | 98.6% | 84.9%+13.7pp | 87.5%+11.1pp | 69.5%+29.0pp |
| Annual return | 11.61% | 18.49%-6.9pp | 54.55%-42.9pp | 25.83%-14.2pp |
| Employer contribution / active EE | $4,961 | $4,635+7.0% | $6,461-23.2% | $2,584+91.9% |
| Participant deferral / active EE | $8,019 | $6,568+22.1% | $9,147-12.3% | $4,194+91.2% |
| Admin fee / account holder | $27,001 | $17,617+53.3% | $19,830+36.2% | $7,856+243.7% |