Filed October 1, 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 | $90,880 | $45,050+101.7% | $63,018+44.2% | $70,126+29.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.71% | 18.76%-8.1pp | 87.62%-76.9pp | 73.15%-62.4pp |
| Employer contribution / active EE | $4,782 | $2,052+133.1% | $2,761+73.2% | $2,343+104.1% |
| Participant deferral / active EE | $4,993 | $2,466+102.5% | $3,330+50.0% | $3,332+49.9% |
| Admin fee / account holder | $3,749 | $2,834+32.3% | $3,601+4.1% | $4,645-19.3% |