Filed September 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,355 | $96,678+82.4% | $86,640+103.5% | $139,466+26.4% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | 11.38% | 106.69%-95.3pp | 592.52%-581.1pp | 373.66%-362.3pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $10,879 | $4,837+124.9% | $4,438+145.1% | $6,712+62.1% |
| Admin fee / account holder | $4,905 | $6,410-23.5% | $5,616-12.6% | $11,409-57.0% |