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 | $161,394 | $96,419+67.4% | $80,648+100.1% | $139,487+15.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 8.10% | 1352.86%-1344.8pp | 937.21%-929.1pp | 373.84%-365.7pp |
| Employer contribution / active EE | $4,200 | $3,261+28.8% | $2,724+54.2% | $4,755-11.7% |
| Participant deferral / active EE | $9,043 | $5,225+73.1% | $4,443+103.5% | $6,713+34.7% |
| Admin fee / account holder | $418 | $6,605-93.7% | $5,382-92.2% | $11,407-96.3% |