Filed July 17, 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 | $66,373 | $81,358-18.4% | $155,556-57.3% | $80,959-18.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 7.78% | 33.39%-25.6pp | 64.84%-57.1pp | 35.67%-27.9pp |
| Employer contribution / active EE | $1,471 | $3,106-52.6% | $4,675-68.5% | $2,757-46.6% |
| Participant deferral / active EE | $1,948 | $3,455-43.6% | $5,631-65.4% | $4,300-54.7% |
| Admin fee / account holder | $31,628 | $7,994+295.7% | $15,885+99.1% | $6,925+356.7% |