Filed December 6, 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 | $86,427 | $209,336-58.7% | $197,124-56.2% | $137,256-37.0% |
| Participation rate | 70.0% | 87.3%-17.3pp | 86.7%-16.7pp | 80.0%-10.0pp |
| Annual return | 11.32% | 48.09%-36.8pp | 44.34%-33.0pp | 220.34%-209.0pp |
| Employer contribution / active EE | $2,487 | $6,591-62.3% | $6,227-60.1% | $4,156-40.2% |
| Participant deferral / active EE | $4,813 | $9,614-49.9% | $9,135-47.3% | $6,407-24.9% |
| Admin fee / account holder | $6,657 | $17,308-61.5% | $16,298-59.2% | $12,270-45.7% |