Filed September 24, 2019 (most recent of 2 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 | $127,040 | $58,275+118.0% | $81,844+55.2% | $80,935+57.0% |
| Participation rate | 80.4% | 63.5%+17.0pp | 72.4%+8.1pp | 67.7%+12.8pp |
| Annual return | 10.71% | 41.82%-31.1pp | 778.87%-768.2pp | 35.66%-24.9pp |
| Employer contribution / active EE | $2,204 | $2,346-6.0% | $2,916-24.4% | $2,757-20.0% |
| Participant deferral / active EE | $7,118 | $3,285+116.7% | $4,323+64.6% | $4,299+65.6% |
| Admin fee / account holder | $20,590 | $4,749+333.6% | $7,355+179.9% | $6,924+197.3% |