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 | $97,113 | $85,171+14.0% | $172,752-43.8% | $72,975+33.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 13.92% | 27.32%-13.4pp | 802.97%-789.0pp | 81.01%-67.1pp |
| Employer contribution / active EE | $1,144 | $3,324-65.6% | $5,144-77.8% | $2,440-53.1% |
| Participant deferral / active EE | $2,051 | $3,260-37.1% | $5,198-60.5% | $3,608-43.2% |
| Admin fee / account holder | $5,762 | $5,880-2.0% | $13,955-58.7% | $5,124+12.4% |