Filed February 26, 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 | $31,699 | $82,028-61.4% | $123,105-74.3% | $59,633-46.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -3.05% | 5.12%-8.2pp | 13.22%-16.3pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $1,207 | $3,297-63.4% | $5,151-76.6% | $2,203-45.2% |
| Participant deferral / active EE | $3,264 | $4,667-30.1% | $6,229-47.6% | $3,192+2.3% |
| Admin fee / account holder | $790 | $5,879-86.6% | $9,014-91.2% | $4,297-81.6% |