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 | $117,124 | $88,815+31.9% | $81,882+43.0% | $145,897-19.7% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 6.15% | 1033.75%-1027.6pp | 779.47%-773.3pp | 552.29%-546.1pp |
| Employer contribution / active EE | $4,196 | $3,086+36.0% | $2,916+43.9% | $4,663-10.0% |
| Participant deferral / active EE | $8,201 | $4,647+76.5% | $4,323+89.7% | $6,689+22.6% |
| Admin fee / account holder | $90,911 | $8,434+977.9% | $7,360+1135.3% | $13,390+578.9% |