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 | $37,243 | $27,936+33.3% | $58,561-36.4% | $75,173-50.5% |
| Participation rate | 98.6% | 38.8%+59.7pp | 50.9%+47.7pp | 67.2%+31.4pp |
| Annual return | 3.06% | 44.21%-41.2pp | 4251.33%-4248.3pp | 160.72%-157.7pp |
| Employer contribution / active EE | $1,267 | $670+89.2% | $1,053+20.2% | $2,671-52.6% |
| Participant deferral / active EE | $3,962 | $1,202+229.7% | $1,923+106.0% | $4,126-4.0% |
| Admin fee / account holder | $4,928 | $1,727+185.4% | $2,520+95.5% | $5,651-12.8% |