Filed April 1, 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 | $240,618 | $77,920+208.8% | $149,723+60.7% | $75,177+220.1% |
| Participation rate | 96.2% | 65.6%+30.6pp | 78.8%+17.4pp | 67.2%+28.9pp |
| Annual return | 6.65% | 31.72%-25.1pp | 134.50%-127.9pp | 160.75%-154.1pp |
| Employer contribution / active EE | $4,730 | $3,138+50.7% | $4,821-1.9% | $2,671+77.1% |
| Participant deferral / active EE | $5,004 | $3,411+46.7% | $5,682-11.9% | $4,126+21.3% |
| Admin fee / account holder | $5,655 | $5,951-5.0% | $13,215-57.2% | $5,651+0.1% |