Filed December 14, 2017 (most recent of 2 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 | $30,129 | $48,078-37.3% | $78,676-61.7% | $62,881-52.1% |
| Participation rate | 87.3% | 65.2%+22.1pp | 73.6%+13.8pp | 69.3%+18.0pp |
| Annual return | 0.21% | 31.36%-31.2pp | 62.19%-62.0pp | 20.14%-19.9pp |
| Employer contribution / active EE | $7,485 | $2,015+271.5% | $2,850+162.6% | $2,281+228.2% |
| Participant deferral / active EE | $3,296 | $2,587+27.4% | $3,517-6.3% | $3,203+2.9% |
| Admin fee / account holder | $2,013 | $3,206-37.2% | $4,510-55.4% | $4,296-53.1% |