Filed December 21, 2017 (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 | $20,509 | $51,202-59.9% | $70,548-70.9% | $75,181-72.7% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 18.69% | 30.05%-11.4pp | 32.78%-14.1pp | 160.69%-142.0pp |
| Employer contribution / active EE | $735 | $1,827-59.7% | $2,975-75.3% | $2,671-72.5% |
| Participant deferral / active EE | $3,913 | $2,850+37.3% | $4,567-14.3% | $4,126-5.2% |
| Admin fee / account holder | $4,082 | $4,094-0.3% | $6,424-36.5% | $5,650-27.8% |