Filed May 10, 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 | $76,076 | $40,275+88.9% | $57,356+32.6% | $59,633+27.6% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 0.86% | 27.52%-26.7pp | 24.41%-23.6pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $3,731 | $1,921+94.2% | $2,689+38.8% | $2,203+69.4% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,609 | $2,820-7.5% | $3,357-22.3% | $4,297-39.3% |