Filed December 28, 2017 (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 | $174,995 | $88,778+97.1% | $81,844+113.8% | $145,884+20.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.42% | 1033.03%-1025.6pp | 778.87%-771.4pp | 551.85%-544.4pp |
| Employer contribution / active EE | $14,141 | $3,087+358.1% | $2,916+384.9% | $4,662+203.3% |
| Participant deferral / active EE | $13,975 | $4,648+200.6% | $4,323+223.2% | $6,690+108.9% |
| Admin fee / account holder | $72,864 | $8,430+764.3% | $7,355+890.6% | $13,392+444.1% |