Filed April 1, 2019 (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 | $160,676 | $91,198+76.2% | $178,503-10.0% | $79,856+101.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.85% | 24.20%-11.3pp | 151.12%-138.3pp | 31.71%-18.9pp |
| Employer contribution / active EE | $5,629 | $3,257+72.8% | $5,011+12.3% | $2,471+127.8% |
| Participant deferral / active EE | $4,461 | $3,237+37.8% | $5,202-14.3% | $3,741+19.3% |
| Admin fee / account holder | $6,341 | $6,748-6.0% | $13,987-54.7% | $5,306+19.5% |