Filed December 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 | $183,520 | $82,028+123.7% | $123,105+49.1% | $59,633+207.7% |
| Participation rate | 91.5% | 83.2%+8.3pp | 86.8%+4.7pp | 68.7%+22.9pp |
| Annual return | -0.81% | 5.12%-5.9pp | 13.22%-14.0pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $8,088 | $3,297+145.3% | $5,151+57.0% | $2,203+267.2% |
| Participant deferral / active EE | $6,860 | $4,667+47.0% | $6,229+10.1% | $3,192+114.9% |
| Admin fee / account holder | $4,152 | $5,879-29.4% | $9,014-53.9% | $4,297-3.4% |