Filed October 18, 2019 (most recent of 2 filings on file)
Total covered: 312 employees
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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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $532,564 | $132,099+303.2% | $115,599+360.7% | $138,895+283.4% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.3%+9.1pp | 79.9%+3.4pp |
| Annual return | -5.33% | 176.76%-182.1pp | 111.10%-116.4pp | 145.39%-150.7pp |
| Employer contribution / active EE | $14,450 | $3,416+323.0% | $2,955+388.9% | $4,194+244.5% |
| Participant deferral / active EE | $13,796 | $5,617+145.6% | $4,889+182.2% | $6,396+115.7% |
| Admin fee / account holder | $8,404 | $15,650-46.3% | $12,841-34.6% | $12,562-33.1% |