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 | $27,925 | $43,333-35.6% | $59,883-53.4% | $64,181-56.5% |
| Participation rate | 81.8% | 69.2%+12.7pp | 74.7%+7.1pp | 69.6%+12.2pp |
| Annual return | -3.53% | -1.55%-2.0pp | 3.46%-7.0pp | 7.63%-11.2pp |
| Employer contribution / active EE | $0 | $2,029-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,256 | $2,547+27.9% | $3,402-4.3% | $3,470-6.2% |
| Admin fee / account holder | $7,860 | $3,006+161.5% | $3,591+118.9% | $4,887+60.8% |