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 | $76,674 | $43,344+76.9% | $59,899+28.0% | $64,173+19.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -3.61% | -1.55%-2.1pp | 3.46%-7.1pp | 7.63%-11.2pp |
| Employer contribution / active EE | $4,717 | $2,030+132.4% | $2,723+73.3% | $2,381+98.1% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,041 | $3,008+34.3% | $3,592+12.5% | $4,887-17.3% |