Filed July 15, 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 | $57,892 | $66,302-12.7% | $110,243-47.5% | $56,289+2.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | -8.60% | -1.18%-7.4pp | 314.76%-323.4pp | -9.96%+1.4pp |
| Employer contribution / active EE | $6,604 | $2,047+222.6% | $3,827+72.6% | $2,111+212.8% |
| Participant deferral / active EE | $6,664 | $3,381+97.1% | $4,672+42.6% | $3,350+98.9% |
| Admin fee / account holder | $2,463 | $698+252.6% | $8,548-71.2% | $521+372.7% |