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 | $249,262 | $755,339-67.0% | $379,746-34.4% | $158,988+56.8% |
| Participation rate | 77.3% | 81.8%-4.5pp | 78.4%-1.2pp | 82.0%-4.7pp |
| Annual return | 9.92% | 53.41%-43.5pp | 34.90%-25.0pp | 303.00%-293.1pp |
| Employer contribution / active EE | $1,853 | $4,685-60.5% | $3,540-47.7% | $4,763-61.1% |
| Participant deferral / active EE | $4,812 | $7,938-39.4% | $6,024-20.1% | $5,983-19.6% |
| Admin fee / account holder | $15,861 | $14,482+9.5% | $7,927+100.1% | $11,252+41.0% |