Filed August 27, 2018 (most recent of 3 filings on file)
Total covered: 2,089 employees
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 | $188,539 | $76,401+146.8% | $106,387+77.2% | $64,173+193.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.5%+22.5pp | 69.6%+30.4pp |
| Annual return | 0.00% | -2.19%+2.2pp | 0.25%-0.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,931 | $2,680+9.4% | $3,520-16.7% | $2,381+23.1% |
| Participant deferral / active EE | $3,038 | $4,274-28.9% | $5,421-44.0% | $3,470-12.4% |
| Admin fee / account holder | $6,032 | $4,610+30.8% | $7,510-19.7% | $4,887+23.4% |