Filed November 27, 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 | $51,527 | $48,078+7.2% | $78,676-34.5% | $62,881-18.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 33.97% | 31.36%+2.6pp | 62.19%-28.2pp | 20.14%+13.8pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,127 | $2,587+136.8% | $3,517+74.2% | $3,203+91.3% |
| Admin fee / account holder | $417 | $3,206-87.0% | $4,510-90.7% | $4,296-90.3% |