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 | $86,208 | $100,848-14.5% | $86,717-0.6% | $134,554-35.9% |
| Participation rate | 81.8% | 78.9%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | -19.31% | 29.12%-48.4pp | 35.97%-55.3pp | 418.46%-437.8pp |
| Employer contribution / active EE | $1,256 | $3,491-64.0% | $2,837-55.7% | $4,742-73.5% |
| Participant deferral / active EE | $3,177 | $5,340-40.5% | $4,657-31.8% | $6,401-50.4% |
| Admin fee / account holder | $1,420 | $10,930-87.0% | $7,494-81.1% | $11,430-87.6% |