Filed January 4, 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 | $202,687 | $109,359+85.3% | $162,185+25.0% | $72,976+177.7% |
| Participation rate | 92.9% | 84.3%+8.6pp | 87.6%+5.3pp | 69.5%+23.4pp |
| Annual return | 17.07% | 25.46%-8.4pp | 115.61%-98.5pp | 81.02%-63.9pp |
| Employer contribution / active EE | $6,620 | $3,907+69.4% | $5,613+17.9% | $2,440+171.3% |
| Participant deferral / active EE | $11,491 | $5,481+109.6% | $7,297+57.5% | $3,608+218.5% |
| Admin fee / account holder | $30,693 | $7,972+285.0% | $10,844+183.0% | $5,124+499.0% |