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 | $95,959-31.0% | $97,411-32.0% | $138,895-52.3% |
| Participation rate | 100.0% | 81.8%+18.2pp | 80.4%+19.6pp | 79.9%+20.1pp |
| Annual return | 14.18% | 29.30%-15.1pp | 34.72%-20.5pp | 145.39%-131.2pp |
| Employer contribution / active EE | $2,563 | $4,278-40.1% | $4,210-39.1% | $4,194-38.9% |
| Participant deferral / active EE | $9,536 | $5,876+62.3% | $5,886+62.0% | $6,396+49.1% |
| Admin fee / account holder | $4,237 | $7,555-43.9% | $7,145-40.7% | $12,562-66.3% |