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 | $251,715 | $83,427+201.7% | $115,756+117.5% | $68,494+267.5% |
| Participation rate | 80.0% | 71.9%+8.1pp | 77.1%+2.9pp | 67.9%+12.1pp |
| Annual return | -5.84% | -10.95%+5.1pp | 143.14%-149.0pp | -7.86%+2.0pp |
| Employer contribution / active EE | $3,452 | $3,075+12.3% | $3,793-9.0% | $2,597+32.9% |
| Participant deferral / active EE | $7,711 | $5,355+44.0% | $6,254+23.3% | $4,028+91.4% |
| Admin fee / account holder | $3,495 | $5,708-38.8% | $8,124-57.0% | $5,403-35.3% |