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 | $114,013+0.3% | $103,693+10.3% | $155,188-26.3% |
| Participation rate | 93.8% | 75.2%+18.6pp | 72.6%+21.1pp | 80.8%+12.9pp |
| Annual return | 13.11% | 49.31%-36.2pp | 47.61%-34.5pp | 148.84%-135.7pp |
| Employer contribution / active EE | $3,419 | $3,131+9.2% | $2,920+17.1% | $4,248-19.5% |
| Participant deferral / active EE | $11,191 | $4,970+125.2% | $4,579+144.4% | $6,531+71.3% |
| Admin fee / account holder | $3,075 | $8,407-63.4% | $7,858-60.9% | $14,480-78.8% |