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 | $195,795 | $54,763+257.5% | $90,324+116.8% | $72,976+168.3% |
| Participation rate | 88.0% | 65.2%+22.8pp | 73.3%+14.7pp | 69.5%+18.5pp |
| Annual return | 16.30% | 30.63%-14.3pp | 78.15%-61.8pp | 81.02%-64.7pp |
| Employer contribution / active EE | $3,634 | $2,093+73.6% | $2,856+27.3% | $2,440+48.9% |
| Participant deferral / active EE | $7,394 | $2,887+156.1% | $3,885+90.3% | $3,608+105.0% |
| Admin fee / account holder | $53,954 | $3,973+1257.9% | $5,356+907.4% | $5,124+953.0% |