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 | $145,431-39.2% | $211,142-58.1% | $87,485+1.0% |
| Participation rate | 86.7% | 84.7%+1.9pp | 87.3%-0.6pp | 68.9%+17.7pp |
| Annual return | 11.86% | 27.21%-15.4pp | 46.84%-35.0pp | 26.06%-14.2pp |
| Employer contribution / active EE | $1,778 | $4,662-61.9% | $6,442-72.4% | $2,596-31.5% |
| Participant deferral / active EE | $5,540 | $6,859-19.2% | $9,284-40.3% | $4,274+29.6% |
| Admin fee / account holder | $6,694 | $17,052-60.7% | $19,076-64.9% | $7,775-13.9% |