Filed July 19, 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 | $32,991 | $48,118-31.4% | $136,833-75.9% | $94,015-64.9% |
| Participation rate | 100.0% | 47.4%+52.6pp | 59.0%+41.0pp | 70.8%+29.2pp |
| Annual return | 7.36% | 14.65%-7.3pp | 35.32%-28.0pp | 17.84%-10.5pp |
| Employer contribution / active EE | $1,324 | $821+61.3% | $1,319+0.4% | $2,790-52.6% |
| Participant deferral / active EE | $4,202 | $1,651+154.5% | $2,441+72.1% | $4,249-1.1% |
| Admin fee / account holder | $3,161 | $3,059+3.3% | $4,706-32.8% | $8,951-64.7% |