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 | $185,856-34.6% | $170,028-28.5% | $139,456-12.9% |
| Participation rate | 90.5% | 87.8%+2.7pp | 87.0%+3.5pp | 80.3%+10.1pp |
| Annual return | 10.89% | 60.52%-49.6pp | 53.39%-42.5pp | 373.45%-362.6pp |
| Employer contribution / active EE | $4,406 | $7,593-42.0% | $6,788-35.1% | $4,753-7.3% |
| Participant deferral / active EE | $8,189 | $11,623-29.5% | $10,409-21.3% | $6,711+22.0% |
| Admin fee / account holder | $15,767 | $15,387+2.5% | $12,820+23.0% | $11,407+38.2% |