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 | $81,618 | $45,050+81.2% | $63,018+29.5% | $70,126+16.4% |
| Participation rate | 97.5% | 69.5%+28.0pp | 74.8%+22.7pp | 69.5%+28.0pp |
| Annual return | 14.58% | 18.76%-4.2pp | 87.62%-73.0pp | 73.15%-58.6pp |
| Employer contribution / active EE | $4,445 | $2,052+116.7% | $2,761+61.0% | $2,343+89.8% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,717 | $2,834+31.2% | $3,601+3.2% | $4,645-20.0% |