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 | $33,554 | $46,697-28.1% | $117,533-71.5% | $68,486-51.0% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -13.31% | -14.52%+1.2pp | 29.77%-43.1pp | -7.85%-5.5pp |
| Employer contribution / active EE | $5,051 | $1,506+235.5% | $4,179+20.9% | $2,597+94.5% |
| Participant deferral / active EE | $0 | $2,637-100.0% | $4,072-100.0% | $4,028-100.0% |
| Admin fee / account holder | $10,692 | $4,023+165.8% | $5,647+89.3% | $5,404+97.9% |