Filed April 12, 2017 (most recent of 2 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 | $230,396 | $65,685+250.8% | $57,181+302.9% | $273,968-15.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -1.68% | 21.99%-23.7pp | 14.59%-16.3pp | 41.45%-43.1pp |
| Employer contribution / active EE | $12,695 | $3,279+287.2% | $2,682+373.3% | $4,869+160.8% |
| Participant deferral / active EE | $10,386 | $3,781+174.7% | $3,096+235.5% | $5,287+96.4% |
| Admin fee / account holder | $1,045 | $4,835-78.4% | $3,139-66.7% | $10,132-89.7% |