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 | $21,371 | $114,199-81.3% | $119,237-82.1% | $167,553-87.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 15.88% | 29.88%-14.0pp | 30.70%-14.8pp | 478.89%-463.0pp |
| Employer contribution / active EE | $2,748 | $4,480-38.7% | $4,383-37.3% | $4,840-43.2% |
| Participant deferral / active EE | $6,413 | $6,086+5.4% | $6,112+4.9% | $6,343+1.1% |
| Admin fee / account holder | $364 | $8,939-95.9% | $7,229-95.0% | $12,316-97.0% |