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 | $88,702+97.3% | $81,780+114.0% | $145,978+19.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.42% | 1029.12%-1021.7pp | 776.27%-768.8pp | 550.52%-543.1pp |
| Employer contribution / active EE | $14,141 | $3,084+358.5% | $2,914+385.3% | $4,662+203.3% |
| Participant deferral / active EE | $13,975 | $4,645+200.8% | $4,321+223.4% | $6,690+108.9% |
| Admin fee / account holder | $72,864 | $8,414+765.9% | $7,384+886.8% | $13,400+443.7% |