Filed February 5, 2018 (most recent of 2 filings on file)
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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 | $37,317 | $72,404-48.5% | $110,243-66.2% | $64,173-41.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 2.95% | -6.29%+9.2pp | 314.76%-311.8pp | 7.63%-4.7pp |
| Employer contribution / active EE | $7,529 | $2,282+230.0% | $3,827+96.8% | $2,381+216.3% |
| Participant deferral / active EE | $2,087 | $3,469-39.8% | $4,672-55.3% | $3,470-39.9% |
| Admin fee / account holder | $2,416 | $5,664-57.4% | $8,548-71.7% | $4,887-50.6% |