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 | $37,374 | $94,766-60.6% | $112,923-66.9% | $139,487-73.2% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 21.42% | 40.96%-19.5pp | 34.13%-12.7pp | 373.84%-352.4pp |
| Employer contribution / active EE | $2,331 | $4,636-49.7% | $4,570-49.0% | $4,755-51.0% |
| Participant deferral / active EE | $7,386 | $6,523+13.2% | $6,520+13.3% | $6,713+10.0% |
| Admin fee / account holder | $656 | $8,529-92.3% | $7,046-90.7% | $11,407-94.3% |