Filed March 11, 2019 (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 | $175,124 | $110,083+59.1% | $151,645+15.5% | $68,490+155.7% |
| Participation rate | 98.8% | 84.0%+14.9pp | 87.5%+11.3pp | 67.9%+30.9pp |
| Annual return | -19.26% | -10.12%-9.1pp | 3.34%-22.6pp | -7.85%-11.4pp |
| Employer contribution / active EE | $6,064 | $4,470+35.7% | $6,165-1.6% | $2,597+133.5% |
| Participant deferral / active EE | $7,592 | $6,526+16.3% | $8,363-9.2% | $4,028+88.5% |
| Admin fee / account holder | $5,793 | $7,718-24.9% | $11,614-50.1% | $5,403+7.2% |