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 | $86,208 | $100,792-14.5% | $86,691-0.6% | $134,509-35.9% |
| Participation rate | 81.8% | 78.9%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | -19.31% | 29.08%-48.4pp | 35.94%-55.2pp | 418.13%-437.4pp |
| Employer contribution / active EE | $1,256 | $3,491-64.0% | $2,837-55.7% | $4,741-73.5% |
| Participant deferral / active EE | $3,177 | $5,339-40.5% | $4,656-31.8% | $6,400-50.4% |
| Admin fee / account holder | $1,420 | $10,924-87.0% | $7,492-81.1% | $11,427-87.6% |