Filed January 8, 2019 (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 | $197,005 | $90,486+117.7% | $78,676+150.4% | $273,972-28.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.14% | 75.62%-69.5pp | 62.19%-56.1pp | 41.46%-35.3pp |
| Employer contribution / active EE | $7,743 | $3,175+143.9% | $2,850+171.7% | $4,869+59.0% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $20,359 | $5,263+286.8% | $4,510+351.4% | $10,133+100.9% |