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 | $107,324 | $138,385-22.4% | $184,243-41.7% | $80,925+32.6% |
| Participation rate | 88.0% | 83.9%+4.1pp | 86.8%+1.2pp | 67.7%+20.3pp |
| Annual return | 6.93% | 20.02%-13.1pp | 28.82%-21.9pp | 35.65%-28.7pp |
| Employer contribution / active EE | $3,608 | $4,851-25.6% | $6,427-43.9% | $2,756+30.9% |
| Participant deferral / active EE | $7,031 | $7,075-0.6% | $9,132-23.0% | $4,299+63.6% |
| Admin fee / account holder | $23,644 | $10,489+125.4% | $13,914+69.9% | $6,940+240.7% |