Filed April 30, 2019 (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 | $119,924 | $146,267-18.0% | $197,124-39.2% | $82,448+45.5% |
| Participation rate | 88.5% | 84.0%+4.4pp | 86.7%+1.7pp | 68.1%+20.4pp |
| Annual return | 11.62% | 29.61%-18.0pp | 44.34%-32.7pp | 41.64%-30.0pp |
| Employer contribution / active EE | $3,774 | $4,723-20.1% | $6,227-39.4% | $2,551+47.9% |
| Participant deferral / active EE | $7,188 | $7,035+2.2% | $9,135-21.3% | $4,139+73.6% |
| Admin fee / account holder | $7,071 | $14,422-51.0% | $16,298-56.6% | $7,234-2.3% |