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 | $145,431-23.2% | $211,142-47.1% | $87,485+27.7% |
| Participation rate | 75.8% | 84.7%-9.0pp | 87.3%-11.5pp | 68.9%+6.8pp |
| Annual return | 11.61% | 27.21%-15.6pp | 46.84%-35.2pp | 26.06%-14.5pp |
| Employer contribution / active EE | $1,971 | $4,662-57.7% | $6,442-69.4% | $2,596-24.1% |
| Participant deferral / active EE | $4,603 | $6,859-32.9% | $9,284-50.4% | $4,274+7.7% |
| Admin fee / account holder | $6,885 | $17,052-59.6% | $19,076-63.9% | $7,775-11.4% |