Filed November 30, 2016 (most recent of 3 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 | $68,624 | $91,019-24.6% | $392,568-82.5% | $72,975-6.0% |
| Participation rate | 88.9% | 74.4%+14.5pp | 78.1%+10.8pp | 69.5%+19.4pp |
| Annual return | 9.83% | 20.00%-10.2pp | 24.42%-14.6pp | 81.01%-71.2pp |
| Employer contribution / active EE | $4,962 | $2,751+80.4% | $3,783+31.1% | $2,440+103.3% |
| Participant deferral / active EE | $0 | $4,570-100.0% | $5,985-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,921 | $4,895+0.5% | $6,260-21.4% | $5,124-4.0% |