Filed September 27, 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 | $66,251 | $124,213-46.7% | $118,106-43.9% | $154,746-57.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 14.18% | 18.29%-4.1pp | 19.44%-5.3pp | 172.34%-158.2pp |
| Employer contribution / active EE | $2,563 | $4,905-47.7% | $4,698-45.4% | $4,379-41.5% |
| Participant deferral / active EE | $9,536 | $6,859+39.0% | $6,619+44.1% | $6,730+41.7% |
| Admin fee / account holder | $4,237 | $9,627-56.0% | $8,973-52.8% | $14,365-70.5% |