Filed January 12, 2018 (most recent of 2 filings on file)
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 | $59,639 | $100,848-40.9% | $86,717-31.2% | $134,554-55.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -21.50% | 29.12%-50.6pp | 35.97%-57.5pp | 418.46%-440.0pp |
| Employer contribution / active EE | $6,580 | $3,491+88.5% | $2,837+131.9% | $4,742+38.8% |
| Participant deferral / active EE | $7,818 | $5,340+46.4% | $4,657+67.9% | $6,401+22.1% |
| Admin fee / account holder | $1,550 | $10,930-85.8% | $7,494-79.3% | $11,430-86.4% |