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 | $91,974 | $100,041-8.1% | $149,718-38.6% | $70,131+31.1% |
| Participation rate | 97.1% | 83.6%+13.6pp | 87.1%+10.1pp | 69.5%+27.6pp |
| Annual return | 12.97% | 27.43%-14.5pp | 1501.67%-1488.7pp | 73.14%-60.2pp |
| Employer contribution / active EE | $2,392 | $3,662-34.7% | $5,445-56.1% | $2,342+2.1% |
| Participant deferral / active EE | $3,684 | $4,983-26.1% | $6,569-43.9% | $3,332+10.6% |
| Admin fee / account holder | $1,870 | $8,286-77.4% | $11,283-83.4% | $4,645-59.8% |