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 | $87,132 | $67,602+28.9% | $82,312+5.9% | $70,126+24.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 8.83% | 21.57%-12.7pp | 25.88%-17.0pp | 73.15%-64.3pp |
| Employer contribution / active EE | $10,189 | $1,755+480.6% | $2,428+319.6% | $2,343+334.9% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,256 | $4,512-5.7% | $5,608-24.1% | $4,645-8.4% |