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 | $29,319+12.5% | $52,425-37.1% | $82,448-60.0% |
| Participation rate | 100.0% | 46.9%+53.1pp | 55.6%+44.4pp | 68.1%+31.9pp |
| Annual return | 7.36% | 535.20%-527.8pp | 302.12%-294.8pp | 41.64%-34.3pp |
| Employer contribution / active EE | $1,324 | $586+125.7% | $914+44.8% | $2,551-48.1% |
| Participant deferral / active EE | $4,202 | $1,171+258.7% | $1,790+134.7% | $4,139+1.5% |
| Admin fee / account holder | $3,161 | $1,962+61.1% | $2,495+26.7% | $7,234-56.3% |