Filed May 25, 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 | $94,634 | $72,071+31.3% | $68,368+38.4% | $137,256-31.1% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.0%-8.5pp |
| Annual return | 10.00% | 353.14%-343.1pp | 292.57%-282.6pp | 220.34%-210.3pp |
| Employer contribution / active EE | $2,922 | $2,788+4.8% | $2,649+10.3% | $4,156-29.7% |
| Participant deferral / active EE | $10,298 | $4,410+133.5% | $4,123+149.8% | $6,407+60.7% |
| Admin fee / account holder | $64,148 | $5,336+1102.3% | $5,150+1145.6% | $12,270+422.8% |