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 | $119,894 | $48,267+148.4% | $68,794+74.3% | $68,495+75.0% |
| Participation rate | 87.5% | 60.7%+26.8pp | 69.0%+18.5pp | 67.9%+19.6pp |
| Annual return | -18.82% | -12.70%-6.1pp | -6.37%-12.4pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,688 | $1,829+47.0% | $2,656+1.2% | $2,596+3.5% |
| Participant deferral / active EE | $6,865 | $2,867+139.5% | $3,941+74.2% | $4,028+70.5% |
| Admin fee / account holder | $13,079 | $4,362+199.8% | $4,934+165.1% | $5,403+142.1% |