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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,525 | $77,817-69.8% | $123,553-81.0% | $64,173-63.3% |
| Participation rate | 84.9% | 74.7%+10.2pp | 82.3%+2.6pp | 69.6%+15.4pp |
| Annual return | -8.22% | 12.49%-20.7pp | 119.21%-127.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,827 | $3,014-39.4% | $4,628-60.5% | $2,381-23.3% |
| Participant deferral / active EE | $3,888 | $5,240-25.8% | $6,426-39.5% | $3,470+12.1% |
| Admin fee / account holder | $1,551 | $5,519-71.9% | $9,284-83.3% | $4,887-68.3% |