Filed May 10, 2018 (most recent of 3 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 | $65,205 | $138,393-52.9% | $184,256-64.6% | $80,959-19.5% |
| Participation rate | 79.4% | 83.9%-4.5pp | 86.8%-7.4pp | 67.7%+11.7pp |
| Annual return | 10.63% | 20.01%-9.4pp | 28.85%-18.2pp | 35.67%-25.0pp |
| Employer contribution / active EE | $2,987 | $4,847-38.4% | $6,427-53.5% | $2,757+8.3% |
| Participant deferral / active EE | $4,720 | $7,076-33.3% | $9,133-48.3% | $4,300+9.8% |
| Admin fee / account holder | $7,624 | $10,489-27.3% | $13,899-45.1% | $6,925+10.1% |