Filed January 4, 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 | $47,258 | $84,685-44.2% | $73,836-36.0% | $125,389-62.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.25% | 3123.80%-3125.0pp | 2268.06%-2269.3pp | 282.24%-283.5pp |
| Employer contribution / active EE | $2,719 | $3,123-13.0% | $2,787-2.5% | $4,866-44.1% |
| Participant deferral / active EE | $3,139 | $3,993-21.4% | $3,583-12.4% | $5,352-41.4% |
| Admin fee / account holder | $4,931 | $5,694-13.4% | $4,882+1.0% | $9,541-48.3% |