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 | $127,575 | $84,236+51.4% | $170,435-25.1% | $70,126+81.9% |
| Participation rate | 88.2% | 70.8%+17.4pp | 83.6%+4.6pp | 69.5%+18.7pp |
| Annual return | 10.08% | 23.06%-13.0pp | 205.94%-195.9pp | 73.15%-63.1pp |
| Employer contribution / active EE | $1,070 | $3,387-68.4% | $5,432-80.3% | $2,343-54.3% |
| Participant deferral / active EE | $2,221 | $3,086-28.0% | $4,939-55.0% | $3,332-33.3% |
| Admin fee / account holder | $4,557 | $5,698-20.0% | $13,881-67.2% | $4,645-1.9% |