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 | $47,755 | $97,078-50.8% | $103,065-53.7% | $145,897-67.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.6%+19.4pp | 80.3%+19.7pp |
| Annual return | 16.90% | 25.49%-8.6pp | 23.95%-7.1pp | 552.29%-535.4pp |
| Employer contribution / active EE | $2,627 | $4,680-43.9% | $4,675-43.8% | $4,663-43.7% |
| Participant deferral / active EE | $8,882 | $6,601+34.6% | $6,625+34.1% | $6,689+32.8% |
| Admin fee / account holder | $1,810 | $12,505-85.5% | $9,349-80.6% | $13,390-86.5% |