Filed March 11, 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 | $86,719 | $97,125-10.7% | $86,233+0.6% | $137,256-36.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 8.50% | 74.19%-65.7pp | 61.39%-52.9pp | 220.34%-211.8pp |
| Employer contribution / active EE | $5,075 | $2,841+78.6% | $2,504+102.7% | $4,156+22.1% |
| Participant deferral / active EE | $11,426 | $5,180+120.6% | $4,559+150.6% | $6,407+78.3% |
| Admin fee / account holder | $28,044 | $9,725+188.4% | $8,342+236.2% | $12,270+128.6% |