Filed July 15, 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 | $216,389 | $90,486+139.1% | $78,676+175.0% | $273,972-21.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -4.56% | 75.62%-80.2pp | 62.19%-66.8pp | 41.46%-46.0pp |
| Employer contribution / active EE | $15,327 | $3,175+382.7% | $2,850+437.8% | $4,869+214.8% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $41,992 | $5,263+697.8% | $4,510+831.1% | $10,133+314.4% |