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 | $145,431-17.5% | $211,142-43.2% | $87,485+37.1% |
| Participation rate | 88.5% | 84.7%+3.7pp | 87.3%+1.2pp | 68.9%+19.5pp |
| Annual return | 11.62% | 27.21%-15.6pp | 46.84%-35.2pp | 26.06%-14.4pp |
| Employer contribution / active EE | $3,774 | $4,662-19.0% | $6,442-41.4% | $2,596+45.4% |
| Participant deferral / active EE | $7,188 | $6,859+4.8% | $9,284-22.6% | $4,274+68.2% |
| Admin fee / account holder | $7,071 | $17,052-58.5% | $19,076-62.9% | $7,775-9.1% |