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 | $32,577 | $35,183-7.4% | $73,550-55.7% | $70,126-53.5% |
| Participation rate | 85.5% | 42.9%+42.6pp | 54.9%+30.6pp | 69.5%+16.0pp |
| Annual return | 12.08% | 26.90%-14.8pp | -15.16%+27.2pp | 73.15%-61.1pp |
| Employer contribution / active EE | $1,253 | $709+76.7% | $1,219+2.7% | $2,343-46.5% |
| Participant deferral / active EE | $1,689 | $1,220+38.4% | $1,804-6.4% | $3,332-49.3% |
| Admin fee / account holder | $1,274 | $2,302-44.6% | $2,320-45.1% | $4,645-72.6% |