Filed August 28, 2018 (most recent of 4 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 | $43,856 | $197,625-77.8% | $177,840-75.3% | $158,966-72.4% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 6.36% | 58.76%-52.4pp | 48.32%-42.0pp | 302.95%-296.6pp |
| Employer contribution / active EE | $2,290 | $6,698-65.8% | $5,919-61.3% | $4,762-51.9% |
| Participant deferral / active EE | $3,825 | $8,405-54.5% | $7,714-50.4% | $5,983-36.1% |
| Admin fee / account holder | $8,939 | $15,405-42.0% | $12,431-28.1% | $11,250-20.5% |