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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,222 | $884,045-69.4% | $453,569-40.4% | $167,560+61.3% |
| Participation rate | 78.3% | 81.6%-3.3pp | 78.0%+0.2pp | 82.1%-3.9pp |
| Annual return | 13.02% | 29.49%-16.5pp | 64.43%-51.4pp | 478.94%-465.9pp |
| Employer contribution / active EE | $2,754 | $5,538-50.3% | $4,072-32.4% | $4,840-43.1% |
| Participant deferral / active EE | $6,518 | $7,898-17.5% | $6,211+4.9% | $6,343+2.8% |
| Admin fee / account holder | $9,275 | $22,063-58.0% | $11,214-17.3% | $12,317-24.7% |