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 | $142,972-38.2% | $214,702-58.8% | $86,983+1.6% |
| Participation rate | 86.7% | 84.9%+1.8pp | 87.5%-0.8pp | 69.5%+17.1pp |
| Annual return | 11.86% | 18.49%-6.6pp | 54.55%-42.7pp | 25.83%-14.0pp |
| Employer contribution / active EE | $1,778 | $4,635-61.6% | $6,461-72.5% | $2,584-31.2% |
| Participant deferral / active EE | $5,540 | $6,568-15.6% | $9,147-39.4% | $4,194+32.1% |
| Admin fee / account holder | $6,694 | $17,617-62.0% | $19,830-66.2% | $7,856-14.8% |