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 | $79,898 | $60,349+32.4% | $74,184+7.7% | $62,881+27.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -32.76% | 21.38%-54.1pp | 17.74%-50.5pp | 20.14%-52.9pp |
| Employer contribution / active EE | $6,134 | $1,680+265.1% | $2,370+158.8% | $2,281+168.9% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,171 | $4,261-49.0% | $5,586-61.1% | $4,296-49.5% |