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 | $96,374 | $84,685+13.8% | $73,836+30.5% | $125,389-23.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -4.00% | 3123.80%-3127.8pp | 2268.06%-2272.1pp | 282.24%-286.2pp |
| Employer contribution / active EE | $9,267 | $3,123+196.7% | $2,787+232.5% | $4,866+90.4% |
| Participant deferral / active EE | $6,915 | $3,993+73.2% | $3,583+93.0% | $5,352+29.2% |
| Admin fee / account holder | $653 | $5,694-88.5% | $4,882-86.6% | $9,541-93.2% |