Filed June 29, 2016 (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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,191 | $49,280+7.9% | $67,313-21.0% | $64,173-17.1% |
| Participation rate | 83.9% | 60.8%+23.1pp | 69.1%+14.8pp | 69.6%+14.4pp |
| Annual return | -5.29% | -1.39%-3.9pp | -4.08%-1.2pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,938 | $1,668+16.2% | $2,566-24.5% | $2,381-18.6% |
| Participant deferral / active EE | $4,865 | $2,484+95.8% | $3,568+36.3% | $3,470+40.2% |
| Admin fee / account holder | $20,095 | $3,863+420.2% | $4,507+345.9% | $4,887+311.2% |