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 | $47,198 | $125,797-62.5% | $170,057-72.2% | $75,177-37.2% |
| Participation rate | 91.3% | 83.6%+7.7pp | 87.0%+4.3pp | 67.2%+24.1pp |
| Annual return | 11.46% | 27.20%-15.7pp | 53.42%-42.0pp | 160.75%-149.3pp |
| Employer contribution / active EE | $2,193 | $4,616-52.5% | $6,790-67.7% | $2,671-17.9% |
| Participant deferral / active EE | $5,745 | $6,838-16.0% | $10,411-44.8% | $4,126+39.2% |
| Admin fee / account holder | $8,290 | $8,177+1.4% | $12,826-35.4% | $5,651+46.7% |