Filed September 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 | $33,907 | $52,306-35.2% | $69,779-51.4% | $62,881-46.1% |
| Participation rate | 92.6% | 67.2%+25.4pp | 71.8%+20.8pp | 69.3%+23.3pp |
| Annual return | -4.20% | 13.35%-17.6pp | 12.99%-17.2pp | 20.14%-24.3pp |
| Employer contribution / active EE | $1,205 | $1,799-33.0% | $2,338-48.5% | $2,281-47.2% |
| Participant deferral / active EE | $2,309 | $2,395-3.6% | $2,931-21.2% | $3,203-27.9% |
| Admin fee / account holder | $4,216 | $3,691+14.2% | $4,381-3.8% | $4,296-1.9% |