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 | $40,234 | $34,316+17.2% | $74,723-46.2% | $72,976-44.9% |
| Participation rate | 77.0% | 42.4%+34.6pp | 54.5%+22.6pp | 69.5%+7.5pp |
| Annual return | 7.64% | 26.58%-18.9pp | 753.18%-745.5pp | 81.02%-73.4pp |
| Employer contribution / active EE | $1,028 | $692+48.5% | $1,084-5.2% | $2,440-57.9% |
| Participant deferral / active EE | $1,628 | $1,272+28.0% | $1,962-17.0% | $3,608-54.9% |
| Admin fee / account holder | $1,155 | $2,125-45.6% | $3,335-65.4% | $5,124-77.5% |