Filed June 16, 2020 (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 | $114,961 | $110,083+4.4% | $151,645-24.2% | $68,490+67.8% |
| Participation rate | 73.8% | 84.0%-10.2pp | 87.5%-13.7pp | 67.9%+5.9pp |
| Annual return | -18.93% | -10.12%-8.8pp | 3.34%-22.3pp | -7.85%-11.1pp |
| Employer contribution / active EE | $2,520 | $4,470-43.6% | $6,165-59.1% | $2,597-3.0% |
| Participant deferral / active EE | $5,633 | $6,526-13.7% | $8,363-32.6% | $4,028+39.8% |
| Admin fee / account holder | $6,582 | $7,718-14.7% | $11,614-43.3% | $5,403+21.8% |