Filed April 11, 2018 (most recent of 3 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 | $52,286 | $70,667-26.0% | $123,105-57.5% | $52,331-0.1% |
| Participation rate | 94.3% | 83.7%+10.6pp | 86.8%+7.5pp | 68.1%+26.2pp |
| Annual return | -2.02% | 6.23%-8.3pp | 13.22%-15.2pp | 4.54%-6.6pp |
| Employer contribution / active EE | $4,408 | $2,946+49.6% | $5,151-14.4% | $1,882+134.3% |
| Participant deferral / active EE | $2,636 | $4,493-41.3% | $6,229-57.7% | $3,022-12.8% |
| Admin fee / account holder | $2,430 | $506+379.9% | $9,014-73.0% | $592+310.8% |