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 | $52,151 | $95,762-45.5% | $379,746-86.3% | $79,852-34.7% |
| Participation rate | 93.8% | 74.0%+19.8pp | 78.4%+15.4pp | 69.6%+24.2pp |
| Annual return | -15.20% | 18.26%-33.5pp | 34.90%-50.1pp | 31.72%-46.9pp |
| Employer contribution / active EE | $5,039 | $2,695+86.9% | $3,540+42.3% | $2,471+103.9% |
| Participant deferral / active EE | $0 | $4,705-100.0% | $6,024-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6,107 | $6,745-9.5% | $7,927-23.0% | $5,306+15.1% |