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 | $138,312+8.8% | $122,979+22.3% | $155,188-3.1% |
| Participation rate | 81.0% | 80.2%+0.8pp | 77.2%+3.8pp | 80.8%+0.1pp |
| Annual return | 12.99% | 22.06%-9.1pp | 20.12%-7.1pp | 148.84%-135.9pp |
| Employer contribution / active EE | $1,063 | $3,530-69.9% | $3,062-65.3% | $4,248-75.0% |
| Participant deferral / active EE | $3,519 | $5,592-37.1% | $5,003-29.7% | $6,531-46.1% |
| Admin fee / account holder | $1,958 | $15,089-87.0% | $12,864-84.8% | $14,480-86.5% |