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 | $53,574 | $53,128+0.8% | $86,582-38.1% | $70,126-23.6% |
| Participation rate | 71.0% | 65.3%+5.7pp | 73.5%-2.6pp | 69.5%+1.4pp |
| Annual return | 10.60% | 27.66%-17.1pp | 965.08%-954.5pp | 73.15%-62.5pp |
| Employer contribution / active EE | $586 | $2,068-71.7% | $2,839-79.4% | $2,343-75.0% |
| Participant deferral / active EE | $2,020 | $2,695-25.0% | $3,609-44.0% | $3,332-39.4% |
| Admin fee / account holder | $4,303 | $3,584+20.1% | $4,904-12.3% | $4,645-7.4% |