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 | $37,647 | $53,774-30.0% | $134,162-71.9% | $79,856-52.9% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 4.79% | 19.01%-14.2pp | 36.35%-31.6pp | 31.71%-26.9pp |
| Employer contribution / active EE | $3,457 | $1,322+161.6% | $3,705-6.7% | $2,471+39.9% |
| Participant deferral / active EE | $0 | $2,420-100.0% | $3,500-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,732 | $3,985-56.5% | $6,685-74.1% | $5,306-67.4% |