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 | $123,898-46.5% | $116,538-43.2% | $155,188-57.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.8%+19.2pp |
| Annual return | 14.18% | 16.04%-1.9pp | 17.97%-3.8pp | 148.84%-134.7pp |
| Employer contribution / active EE | $2,563 | $4,739-45.9% | $4,541-43.6% | $4,248-39.7% |
| Participant deferral / active EE | $9,536 | $6,400+49.0% | $6,207+53.6% | $6,531+46.0% |
| Admin fee / account holder | $4,237 | $9,174-53.8% | $8,737-51.5% | $14,480-70.7% |