Filed May 9, 2019 (most recent of 3 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 | $29,825 | $142,392-79.1% | $119,622-75.1% | $134,532-77.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.22% | -12.46%-7.8pp | -14.98%-5.2pp | 418.27%-438.5pp |
| Employer contribution / active EE | $5,027 | $5,224-3.8% | $4,232+18.8% | $4,741+6.0% |
| Participant deferral / active EE | $4,460 | $6,467-31.0% | $5,601-20.4% | $6,401-30.3% |
| Admin fee / account holder | $5,117 | $13,593-62.4% | $10,328-50.5% | $11,429-55.2% |