Filed June 25, 2018 (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 | $85,934 | $96,691-11.1% | $86,656-0.8% | $139,487-38.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 7.91% | 106.87%-99.0pp | 593.09%-585.2pp | 373.84%-365.9pp |
| Employer contribution / active EE | $2,194 | $3,267-32.8% | $3,025-27.5% | $4,755-53.8% |
| Participant deferral / active EE | $8,537 | $4,838+76.5% | $4,439+92.3% | $6,713+27.2% |
| Admin fee / account holder | $7,549 | $6,414+17.7% | $5,619+34.4% | $11,407-33.8% |