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 | $31,470 | $51,631-39.0% | $129,397-75.7% | $80,925-61.1% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 16.71% | 20.77%-4.1pp | 9453.98%-9437.3pp | 35.65%-18.9pp |
| Employer contribution / active EE | $4,180 | $1,583+164.1% | $4,154+0.6% | $2,756+51.7% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,562 | $4,309-63.8% | $7,679-79.7% | $6,940-77.5% |