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 | $72,071+199.4% | $68,368+215.7% | $137,256+57.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 10.56% | 353.14%-342.6pp | 292.57%-282.0pp | 220.34%-209.8pp |
| Employer contribution / active EE | $15,346 | $2,788+450.4% | $2,649+479.3% | $4,156+269.2% |
| Participant deferral / active EE | $16,584 | $4,410+276.1% | $4,123+302.3% | $6,407+158.9% |
| Admin fee / account holder | $10,904 | $5,336+104.4% | $5,150+111.7% | $12,270-11.1% |