Filed November 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 | $26,586 | $39,132-32.1% | $57,196-53.5% | $62,881-57.7% |
| Participation rate | 95.9% | 70.5%+25.4pp | 75.3%+20.6pp | 69.3%+26.6pp |
| Annual return | 13.15% | 9.24%+3.9pp | 14.59%-1.4pp | 20.14%-7.0pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,614 | $2,374+94.3% | $3,096+49.0% | $3,203+44.1% |
| Admin fee / account holder | $414 | $2,594-84.0% | $3,141-86.8% | $4,296-90.4% |