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 | $144,653 | $54,370+166.1% | $82,763+74.8% | $68,490+111.2% |
| Participation rate | 72.4% | 63.9%+8.5pp | 72.6%-0.1pp | 67.9%+4.5pp |
| Annual return | -14.85% | -13.67%-1.2pp | 702.45%-717.3pp | -7.85%-7.0pp |
| Employer contribution / active EE | $2,800 | $2,219+26.2% | $3,008-6.9% | $2,597+7.8% |
| Participant deferral / active EE | $3,962 | $3,247+22.0% | $4,395-9.9% | $4,028-1.6% |
| Admin fee / account holder | $7,707 | $4,398+75.2% | $5,325+44.7% | $5,403+42.7% |