Filed August 22, 2017 (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 | $66,036 | $81,870-19.3% | $119,622-44.8% | $68,486-3.6% |
| Participation rate | 75.6% | 71.9%+3.7pp | 79.3%-3.7pp | 67.9%+7.7pp |
| Annual return | -21.36% | -23.82%+2.5pp | -14.98%-6.4pp | -7.85%-13.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,181 | $4,148+0.8% | $5,601-25.4% | $4,028+3.8% |
| Admin fee / account holder | $7,428 | $6,583+12.8% | $10,328-28.1% | $5,404+37.5% |