Filed July 17, 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 | $124,920 | $146,267-14.6% | $197,124-36.6% | $82,448+51.5% |
| Participation rate | 85.9% | 84.0%+1.9pp | 86.7%-0.8pp | 68.1%+17.8pp |
| Annual return | -0.11% | 29.61%-29.7pp | 44.34%-44.5pp | 41.64%-41.7pp |
| Employer contribution / active EE | $8,594 | $4,723+82.0% | $6,227+38.0% | $2,551+236.9% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,901 | $14,422-59.1% | $16,298-63.8% | $7,234-18.4% |