Filed January 5, 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 | $44,891 | $58,714-23.5% | $142,874-68.6% | $85,856-47.7% |
| Participation rate | 100.0% | 58.5%+41.5pp | 72.0%+28.0pp | 69.3%+30.7pp |
| Annual return | 26.89% | 27.73%-0.8pp | 5638.58%-5611.7pp | 318.58%-291.7pp |
| Employer contribution / active EE | $4,785 | $1,423+236.2% | $4,145+15.4% | $2,565+86.5% |
| Participant deferral / active EE | $0 | $2,608-100.0% | $3,838-100.0% | $3,952-100.0% |
| Admin fee / account holder | $16,329 | $4,241+285.1% | $6,561+148.9% | $6,261+160.8% |