Filed December 8, 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 | $22,521 | $72,177-68.8% | $115,038-80.4% | $59,633-62.2% |
| Participation rate | 75.7% | 72.6%+3.1pp | 81.4%-5.7pp | 68.7%+7.0pp |
| Annual return | 0.24% | 12.02%-11.8pp | 26.14%-25.9pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $1,714 | $2,841-39.7% | $4,608-62.8% | $2,203-22.2% |
| Participant deferral / active EE | $2,953 | $4,783-38.2% | $6,026-51.0% | $3,192-7.5% |
| Admin fee / account holder | $7,601 | $4,927+54.3% | $8,175-7.0% | $4,297+76.9% |