Filed September 27, 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 | $23,505 | $90,448-74.0% | $93,786-74.9% | $134,545-82.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -23.99% | -15.71%-8.3pp | -11.32%-12.7pp | 418.37%-442.4pp |
| Employer contribution / active EE | $2,610 | $4,349-40.0% | $4,328-39.7% | $4,742-45.0% |
| Participant deferral / active EE | $6,129 | $5,983+2.4% | $6,100+0.5% | $6,401-4.3% |
| Admin fee / account holder | $451 | $9,232-95.1% | $7,184-93.7% | $11,431-96.1% |