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 | $71,500 | $92,766-22.9% | $82,763-13.6% | $134,545-46.9% |
| Participation rate | 93.8% | 75.2%+18.5pp | 72.6%+21.2pp | 81.2%+12.5pp |
| Annual return | -14.21% | 946.97%-961.2pp | 702.45%-716.7pp | 418.37%-432.6pp |
| Employer contribution / active EE | $1,050 | $3,273-67.9% | $3,008-65.1% | $4,742-77.9% |
| Participant deferral / active EE | $7,769 | $4,802+61.8% | $4,395+76.8% | $6,401+21.4% |
| Admin fee / account holder | $6,773 | $5,978+13.3% | $5,325+27.2% | $11,431-40.7% |