Filed January 4, 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 | $148,971 | $117,777+26.5% | $71,778+107.5% | $134,545+10.7% |
| Participation rate | 72.7% | 68.9%+3.8pp | 62.3%+10.4pp | 81.2%-8.5pp |
| Annual return | -25.72% | 25.46%-51.2pp | 9.15%-34.9pp | 418.37%-444.1pp |
| Employer contribution / active EE | $5,761 | $2,525+128.1% | $1,704+238.0% | $4,742+21.5% |
| Participant deferral / active EE | $8,570 | $3,756+128.2% | $2,656+222.6% | $6,401+33.9% |
| Admin fee / account holder | $19,020 | $6,379+198.2% | $3,974+378.7% | $11,431+66.4% |