Filed March 14, 2018 (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 | $102,028 | $109,359-6.7% | $162,171-37.1% | $72,983+39.8% |
| Participation rate | 97.8% | 84.3%+13.6pp | 87.6%+10.3pp | 69.5%+28.3pp |
| Annual return | 13.18% | 25.46%-12.3pp | 115.60%-102.4pp | 81.01%-67.8pp |
| Employer contribution / active EE | $3,476 | $3,907-11.1% | $5,613-38.1% | $2,440+42.4% |
| Participant deferral / active EE | $5,835 | $5,481+6.5% | $7,297-20.0% | $3,608+61.8% |
| Admin fee / account holder | $4,631 | $7,972-41.9% | $10,843-57.3% | $5,124-9.6% |