Filed March 28, 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 | $109,530 | $49,177+122.7% | $79,467+37.8% | $64,173+70.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -1.97% | -1.16%-0.8pp | 718.30%-720.3pp | 7.63%-9.6pp |
| Employer contribution / active EE | $9,286 | $2,076+347.3% | $2,800+231.6% | $2,381+290.0% |
| Participant deferral / active EE | $9,858 | $2,821+249.4% | $3,704+166.1% | $3,470+184.1% |
| Admin fee / account holder | $4,669 | $3,839+21.6% | $5,104-8.5% | $4,887-4.5% |