Filed January 12, 2018 (most recent of 2 filings on file)
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 | $56,127 | $92,224-39.1% | $76,768-26.9% | $135,381-58.5% |
| Participation rate | 91.3% | 79.8%+11.5pp | 77.0%+14.3pp | 82.6%+8.7pp |
| Annual return | 5.26% | 5.46%-0.2pp | 2.43%+2.8pp | 519.81%-514.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,446 | $4,509-1.4% | $3,852+15.4% | $5,609-20.7% |
| Admin fee / account holder | $8,839 | $10,750-17.8% | $6,676+32.4% | $10,828-18.4% |