Filed January 5, 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 | $23,793 | $41,377-42.5% | $109,313-78.2% | $62,881-62.2% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 1.61% | 11.05%-9.4pp | 22.07%-20.5pp | 20.14%-18.5pp |
| Employer contribution / active EE | $3,014 | $1,276+136.2% | $3,892-22.5% | $2,281+32.2% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $8,598 | $2,884+198.1% | $5,666+51.7% | $4,296+100.2% |