Filed February 12, 2018 (most recent of 4 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 | $131,911 | $138,393-4.7% | $184,256-28.4% | $80,959+62.9% |
| Participation rate | 98.5% | 83.9%+14.6pp | 86.8%+11.7pp | 67.7%+30.8pp |
| Annual return | 11.15% | 20.01%-8.9pp | 28.85%-17.7pp | 35.67%-24.5pp |
| Employer contribution / active EE | $3,775 | $4,847-22.1% | $6,427-41.3% | $2,757+36.9% |
| Participant deferral / active EE | $6,206 | $7,076-12.3% | $9,133-32.0% | $4,300+44.3% |
| Admin fee / account holder | $9,458 | $10,489-9.8% | $13,899-32.0% | $6,925+36.6% |