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 | $207,513 | $92,684+123.9% | $82,706+150.9% | $134,509+54.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.19% | 945.84%-968.0pp | 701.76%-724.0pp | 418.13%-440.3pp |
| Employer contribution / active EE | $6,489 | $3,272+98.3% | $3,007+115.8% | $4,741+36.9% |
| Participant deferral / active EE | $13,626 | $4,800+183.9% | $4,394+210.1% | $6,400+112.9% |
| Admin fee / account holder | $1,100 | $5,982-81.6% | $5,329-79.4% | $11,427-90.4% |