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 | $81,233-18.3% | $155,567-57.3% | $80,874-17.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 7.78% | 33.33%-25.6pp | 64.74%-57.0pp | 35.62%-27.8pp |
| Employer contribution / active EE | $1,471 | $3,101-52.5% | $4,674-68.5% | $2,756-46.6% |
| Participant deferral / active EE | $1,948 | $3,452-43.6% | $5,628-65.4% | $4,297-54.7% |
| Admin fee / account holder | $31,628 | $7,998+295.5% | $15,916+98.7% | $6,935+356.1% |