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 | $215,814 | $70,366+206.7% | $66,674+223.7% | $138,895+55.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 10.56% | 386.41%-375.8pp | 321.24%-310.7pp | 145.39%-134.8pp |
| Employer contribution / active EE | $15,346 | $2,765+455.0% | $2,620+485.7% | $4,194+265.9% |
| Participant deferral / active EE | $16,584 | $4,374+279.2% | $4,084+306.1% | $6,396+159.3% |
| Admin fee / account holder | $10,904 | $5,262+107.2% | $5,098+113.9% | $12,562-13.2% |