Filed November 29, 2018 (most recent of 3 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 | $198,545 | $51,638+284.5% | $68,368+190.4% | $82,448+140.8% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 12.10% | 37.53%-25.4pp | 292.57%-280.5pp | 41.64%-29.5pp |
| Employer contribution / active EE | $6,763 | $2,047+230.4% | $2,649+155.3% | $2,551+165.1% |
| Participant deferral / active EE | $12,444 | $2,914+327.1% | $4,123+201.8% | $4,139+200.6% |
| Admin fee / account holder | $38,061 | $4,643+719.7% | $5,150+639.1% | $7,234+426.1% |