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 | $108,882-20.4% | $96,754-10.4% | $154,746-44.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 8.50% | 98.39%-89.9pp | 82.04%-73.5pp | 172.34%-163.8pp |
| Employer contribution / active EE | $5,075 | $3,018+68.2% | $2,679+89.4% | $4,379+15.9% |
| Participant deferral / active EE | $11,426 | $5,323+114.7% | $4,758+140.1% | $6,730+69.8% |
| Admin fee / account holder | $28,044 | $10,200+174.9% | $8,905+214.9% | $14,365+95.2% |