Filed November 22, 2019 (most recent of 5 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 | $57,184 | $110,083-48.1% | $151,645-62.3% | $68,490-16.5% |
| Participation rate | 89.6% | 84.0%+5.7pp | 87.5%+2.1pp | 67.9%+21.7pp |
| Annual return | -18.53% | -10.12%-8.4pp | 3.34%-21.9pp | -7.85%-10.7pp |
| Employer contribution / active EE | $2,891 | $4,470-35.3% | $6,165-53.1% | $2,597+11.3% |
| Participant deferral / active EE | $4,311 | $6,526-33.9% | $8,363-48.4% | $4,028+7.0% |
| Admin fee / account holder | $1,598 | $7,718-79.3% | $11,614-86.2% | $5,403-70.4% |