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 | $229,114 | $817,678-72.0% | $392,568-41.6% | $152,914+49.8% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.1%+1.9pp | 82.5%-2.5pp |
| Annual return | 14.44% | 22.84%-8.4pp | 24.42%-10.0pp | 345.48%-331.0pp |
| Employer contribution / active EE | $2,629 | $5,502-52.2% | $3,783-30.5% | $4,764-44.8% |
| Participant deferral / active EE | $5,524 | $8,398-34.2% | $5,985-7.7% | $5,852-5.6% |
| Admin fee / account holder | $19,756 | $12,095+63.3% | $6,260+215.6% | $11,601+70.3% |