Filed November 28, 2018 (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 | $88,396 | $146,267-39.6% | $197,124-55.2% | $82,448+7.2% |
| Participation rate | 86.7% | 84.0%+2.7pp | 86.7%0pp | 68.1%+18.6pp |
| Annual return | 11.86% | 29.61%-17.8pp | 44.34%-32.5pp | 41.64%-29.8pp |
| Employer contribution / active EE | $1,778 | $4,723-62.4% | $6,227-71.5% | $2,551-30.3% |
| Participant deferral / active EE | $5,540 | $7,035-21.2% | $9,135-39.3% | $4,139+33.9% |
| Admin fee / account holder | $6,694 | $14,422-53.6% | $16,298-58.9% | $7,234-7.5% |