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 | $34,326 | $37,446-8.3% | $77,552-55.7% | $79,856-57.0% |
| Participation rate | 96.9% | 41.5%+55.3pp | 54.2%+42.7pp | 69.6%+27.2pp |
| Annual return | -2.24% | 39.76%-42.0pp | 54.82%-57.1pp | 31.71%-33.9pp |
| Employer contribution / active EE | $1,252 | $637+96.5% | $987+26.9% | $2,471-49.3% |
| Participant deferral / active EE | $2,132 | $1,261+69.1% | $1,861+14.6% | $3,741-43.0% |
| Admin fee / account holder | $3,473 | $2,506+38.6% | $2,859+21.5% | $5,306-34.6% |