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 | $53,398 | $54,757-2.5% | $90,300-40.9% | $72,983-26.8% |
| Participation rate | 90.0% | 65.1%+24.9pp | 73.3%+16.7pp | 69.5%+20.5pp |
| Annual return | 6.02% | 30.63%-24.6pp | 78.11%-72.1pp | 81.01%-75.0pp |
| Employer contribution / active EE | $8,591 | $2,092+310.6% | $2,854+201.0% | $2,440+252.1% |
| Participant deferral / active EE | $4,826 | $2,887+67.2% | $3,884+24.2% | $3,608+33.8% |
| Admin fee / account holder | $3,899 | $3,972-1.8% | $5,353-27.2% | $5,124-23.9% |