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 | $58,366 | $60,128-2.9% | $90,440-35.5% | $79,852-26.9% |
| Participation rate | 94.2% | 65.0%+29.2pp | 72.7%+21.5pp | 69.6%+24.6pp |
| Annual return | 1.95% | 71.95%-70.0pp | 1294.38%-1292.4pp | 31.72%-29.8pp |
| Employer contribution / active EE | $10,185 | $2,068+392.4% | $3,263+212.1% | $2,471+312.2% |
| Participant deferral / active EE | $6,475 | $2,939+120.3% | $3,964+63.4% | $3,740+73.1% |
| Admin fee / account holder | $3,338 | $3,977-16.1% | $5,615-40.6% | $5,306-37.1% |