Filed August 29, 2018 (most recent of 6 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 | $150,415 | $126,661+18.8% | $113,397+32.6% | $138,895+8.3% |
| Participation rate | 81.0% | 79.4%+1.5pp | 76.5%+4.5pp | 79.9%+1.0pp |
| Annual return | 12.99% | 25.05%-12.1pp | 23.20%-10.2pp | 145.39%-132.4pp |
| Employer contribution / active EE | $1,063 | $3,456-69.2% | $2,977-64.3% | $4,194-74.6% |
| Participant deferral / active EE | $3,519 | $5,693-38.2% | $5,076-30.7% | $6,396-45.0% |
| Admin fee / account holder | $1,958 | $14,549-86.5% | $11,957-83.6% | $12,562-84.4% |