Filed November 20, 2019 (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 | $114,473 | $88,370+29.5% | $112,977+1.3% | $79,852+43.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 82.6%+17.4pp | 69.6%+30.4pp |
| Annual return | 11.47% | 23.16%-11.7pp | 24.24%-12.8pp | 31.72%-20.2pp |
| Employer contribution / active EE | $0 | $3,398-100.0% | $4,255-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,020 | $4,536+32.7% | $5,836+3.2% | $3,740+60.9% |
| Admin fee / account holder | $11,380 | $5,750+97.9% | $6,294+80.8% | $5,306+114.5% |