Filed June 25, 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 | $114,339 | $157,829-27.6% | $136,867-16.5% | $198,609-42.4% |
| Participation rate | 93.8% | 77.2%+16.6pp | 74.5%+19.2pp | 82.4%+11.4pp |
| Annual return | 13.11% | 51.25%-38.1pp | 42.97%-29.9pp | 202.70%-189.6pp |
| Employer contribution / active EE | $3,419 | $3,923-12.8% | $3,547-3.6% | $5,055-32.4% |
| Participant deferral / active EE | $11,191 | $5,463+104.8% | $4,924+127.3% | $6,977+60.4% |
| Admin fee / account holder | $3,075 | $11,107-72.3% | $10,340-70.3% | $19,030-83.8% |