Filed August 5, 2019 (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 | $99,815 | $81,870+21.9% | $119,622-16.6% | $68,486+45.7% |
| Participation rate | 93.3% | 71.9%+21.4pp | 79.3%+14.1pp | 67.9%+25.4pp |
| Annual return | -23.40% | -23.82%+0.4pp | -14.98%-8.4pp | -7.85%-15.5pp |
| Employer contribution / active EE | $3,779 | $2,692+40.4% | $4,232-10.7% | $2,597+45.5% |
| Participant deferral / active EE | $11,149 | $4,148+168.8% | $5,601+99.1% | $4,028+176.8% |
| Admin fee / account holder | $1,214 | $6,583-81.6% | $10,328-88.3% | $5,404-77.5% |