Filed December 8, 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 | $60,518 | $39,125+54.7% | $57,183+5.8% | $62,881-3.8% |
| Participation rate | 84.9% | 70.5%+14.4pp | 75.3%+9.6pp | 69.3%+15.6pp |
| Annual return | -0.98% | 9.24%-10.2pp | 14.59%-15.6pp | 20.14%-21.1pp |
| Employer contribution / active EE | $3,426 | $1,874+82.8% | $2,682+27.7% | $2,281+50.2% |
| Participant deferral / active EE | $2,835 | $2,374+19.4% | $3,096-8.4% | $3,203-11.5% |
| Admin fee / account holder | $8,172 | $2,593+215.1% | $3,139+160.3% | $4,296+90.2% |