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 | $109,867 | $124,368-11.7% | $111,319-1.3% | $167,560-34.4% |
| Participation rate | 90.0% | 79.6%+10.4pp | 77.3%+12.7pp | 82.1%+7.9pp |
| Annual return | 12.93% | 37.46%-24.5pp | 54.68%-41.7pp | 478.94%-466.0pp |
| Employer contribution / active EE | $5,987 | $3,437+74.2% | $2,732+119.2% | $4,840+23.7% |
| Participant deferral / active EE | $6,798 | $5,181+31.2% | $4,488+51.5% | $6,343+7.2% |
| Admin fee / account holder | $3,513 | $10,623-66.9% | $7,966-55.9% | $12,317-71.5% |