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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $410,577 | $90,606+353.1% | $79,466+416.7% | $135,379+203.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.00% | 977.69%-982.7pp | 718.28%-723.3pp | 519.79%-524.8pp |
| Employer contribution / active EE | $14,841 | $3,068+383.8% | $2,800+430.0% | $4,779+210.6% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $24,708 | $5,895+319.1% | $5,104+384.1% | $10,828+128.2% |