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 | $90,510 | $100,139-9.6% | $85,187+6.2% | $145,884-38.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.53% | 84.15%-76.6pp | 66.67%-59.1pp | 551.85%-544.3pp |
| Employer contribution / active EE | $6,239 | $3,238+92.7% | $2,732+128.3% | $4,662+33.8% |
| Participant deferral / active EE | $12,620 | $5,296+138.3% | $4,525+178.9% | $6,690+88.7% |
| Admin fee / account holder | $136,982 | $7,262+1786.3% | $6,162+2123.1% | $13,392+922.9% |