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 | $71,795 | $100,938-28.9% | $90,461-20.6% | $158,982-54.8% |
| Participation rate | 93.8% | 75.0%+18.7pp | 72.7%+21.1pp | 82.0%+11.8pp |
| Annual return | 6.52% | 1727.20%-1720.7pp | 1294.76%-1288.2pp | 302.99%-296.5pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,001 | $4,350+15.0% | $3,964+26.1% | $5,983-16.4% |
| Admin fee / account holder | $1,629 | $6,510-75.0% | $5,617-71.0% | $11,252-85.5% |