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 | $45,041+81.2% | $63,003+29.5% | $70,131+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 | 87.59%-73.0pp | 73.14%-58.6pp |
| Employer contribution / active EE | $4,445 | $2,052+116.6% | $2,760+61.1% | $2,342+89.8% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,717 | $2,836+31.1% | $3,600+3.3% | $4,645-20.0% |