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 | $97,765-51.2% | $103,486-53.9% | $145,884-67.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 16.90% | 25.44%-8.5pp | 23.93%-7.0pp | 551.85%-535.0pp |
| Employer contribution / active EE | $2,627 | $4,687-43.9% | $4,679-43.9% | $4,662-43.6% |
| Participant deferral / active EE | $8,882 | $6,606+34.5% | $6,628+34.0% | $6,690+32.8% |
| Admin fee / account holder | $1,810 | $12,505-85.5% | $9,354-80.6% | $13,392-86.5% |