Filed January 24, 2018 (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 | $111,745 | $146,267-23.6% | $197,124-43.3% | $82,448+35.5% |
| Participation rate | 75.8% | 84.0%-8.3pp | 86.7%-11.0pp | 68.1%+7.7pp |
| Annual return | 11.61% | 29.61%-18.0pp | 44.34%-32.7pp | 41.64%-30.0pp |
| Employer contribution / active EE | $1,971 | $4,723-58.3% | $6,227-68.4% | $2,551-22.8% |
| Participant deferral / active EE | $4,603 | $7,035-34.6% | $9,135-49.6% | $4,139+11.2% |
| Admin fee / account holder | $6,885 | $14,422-52.3% | $16,298-57.8% | $7,234-4.8% |