Filed October 25, 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 | $193,199 | $223,823-13.7% | $211,142-8.5% | $154,746+24.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 10.33% | 50.39%-40.1pp | 46.84%-36.5pp | 172.34%-162.0pp |
| Employer contribution / active EE | $8,704 | $6,787+28.3% | $6,442+35.1% | $4,379+98.8% |
| Participant deferral / active EE | $4,362 | $9,750-55.3% | $9,284-53.0% | $6,730-35.2% |
| Admin fee / account holder | $42,486 | $19,707+115.6% | $19,076+122.7% | $14,365+195.8% |