Filed January 8, 2018 (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 | $100,059 | $49,177+103.5% | $79,467+25.9% | $64,173+55.9% |
| Participation rate | 75.8% | 65.0%+10.7pp | 73.3%+2.4pp | 69.6%+6.2pp |
| Annual return | -58.48% | -1.16%-57.3pp | 718.30%-776.8pp | 7.63%-66.1pp |
| Employer contribution / active EE | $37,097 | $2,076+1686.7% | $2,800+1224.8% | $2,381+1458.2% |
| Participant deferral / active EE | $6,892 | $2,821+144.3% | $3,704+86.1% | $3,470+98.6% |
| Admin fee / account holder | $11,726 | $3,839+205.5% | $5,104+129.7% | $4,887+139.9% |