Filed August 29, 2018 (most recent of 6 filings on file)
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 | $70,944 | $92,224-23.1% | $76,768-7.6% | $135,381-47.6% |
| Participation rate | 91.3% | 79.8%+11.5pp | 77.0%+14.3pp | 82.6%+8.7pp |
| Annual return | 9.61% | 5.46%+4.1pp | 2.43%+7.2pp | 519.81%-510.2pp |
| Employer contribution / active EE | $1,988 | $3,216-38.2% | $2,485-20.0% | $4,779-58.4% |
| Participant deferral / active EE | $3,309 | $4,509-26.6% | $3,852-14.1% | $5,609-41.0% |
| Admin fee / account holder | $1,408 | $10,750-86.9% | $6,676-78.9% | $10,828-87.0% |