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 | $151,721 | $73,863+105.4% | $143,797+5.5% | $68,490+121.5% |
| Participation rate | 96.3% | 66.7%+29.6pp | 80.3%+16.0pp | 67.9%+28.4pp |
| Annual return | -4.77% | 0.91%-5.7pp | -0.04%-4.7pp | -7.85%+3.1pp |
| Employer contribution / active EE | $5,780 | $3,185+81.5% | $4,952+16.7% | $2,597+122.6% |
| Participant deferral / active EE | $5,599 | $3,385+65.4% | $5,638-0.7% | $4,028+39.0% |
| Admin fee / account holder | $582 | $5,756-89.9% | $14,679-96.0% | $5,403-89.2% |