Filed February 28, 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 | $44,797 | $53,128-15.7% | $86,582-48.3% | $70,126-36.1% |
| Participation rate | 77.0% | 65.3%+11.7pp | 73.5%+3.5pp | 69.5%+7.5pp |
| Annual return | 10.39% | 27.66%-17.3pp | 965.08%-954.7pp | 73.15%-62.8pp |
| Employer contribution / active EE | $574 | $2,068-72.3% | $2,839-79.8% | $2,343-75.5% |
| Participant deferral / active EE | $2,754 | $2,695+2.2% | $3,609-23.7% | $3,332-17.3% |
| Admin fee / account holder | $1,917 | $3,584-46.5% | $4,904-60.9% | $4,645-58.7% |