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 | $36,948-10.7% | $73,658-55.2% | $87,485-62.3% |
| Participation rate | 100.0% | 46.8%+53.2pp | 57.0%+43.0pp | 68.9%+31.1pp |
| Annual return | 7.36% | 28.64%-21.3pp | 29.72%-22.4pp | 26.06%-18.7pp |
| Employer contribution / active EE | $1,324 | $670+97.6% | $1,032+28.2% | $2,596-49.0% |
| Participant deferral / active EE | $4,202 | $1,379+204.7% | $2,062+103.8% | $4,274-1.7% |
| Admin fee / account holder | $3,161 | $2,531+24.9% | $3,357-5.8% | $7,775-59.3% |