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 | $121,492 | $185,883-34.6% | $170,043-28.6% | $139,466-12.9% |
| Participation rate | 90.5% | 87.8%+2.7pp | 87.0%+3.5pp | 80.3%+10.1pp |
| Annual return | 10.89% | 60.54%-49.7pp | 53.40%-42.5pp | 373.66%-362.8pp |
| Employer contribution / active EE | $4,406 | $7,596-42.0% | $6,790-35.1% | $4,754-7.3% |
| Participant deferral / active EE | $8,189 | $11,626-29.6% | $10,410-21.3% | $6,712+22.0% |
| Admin fee / account holder | $15,767 | $15,393+2.4% | $12,824+22.9% | $11,409+38.2% |