Filed August 27, 2018 (most recent of 3 filings on file)
Total covered: 2,089 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $303,435 | $96,236+215.3% | $136,072+123.0% | $80,935+274.9% |
| Participation rate | 77.4% | 71.2%+6.2pp | 76.4%+1.0pp | 67.7%+9.8pp |
| Annual return | 14.04% | 28.74%-14.7pp | 580.46%-566.4pp | 35.66%-21.6pp |
| Employer contribution / active EE | $3,055 | $3,350-8.8% | $4,216-27.5% | $2,757+10.8% |
| Participant deferral / active EE | $7,680 | $5,709+34.5% | $7,028+9.3% | $4,299+78.6% |
| Admin fee / account holder | $2,402 | $8,250-70.9% | $6,718-64.3% | $6,924-65.3% |