Filed November 14, 2018 (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 | $45,255 | $78,707-42.5% | $117,861-61.6% | $70,126-35.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 11.16% | 23.30%-12.1pp | 335.11%-324.0pp | 73.15%-62.0pp |
| Employer contribution / active EE | $1,883 | $2,223-15.3% | $3,786-50.3% | $2,343-19.6% |
| Participant deferral / active EE | $3,250 | $3,297-1.4% | $4,482-27.5% | $3,332-2.4% |
| Admin fee / account holder | $1,035 | $5,066-79.6% | $8,021-87.1% | $4,645-77.7% |