Filed August 24, 2017 (most recent of 3 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 | $42,237 | $49,177-14.1% | $79,467-46.8% | $64,173-34.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -7.24% | -1.16%-6.1pp | 718.30%-725.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,803 | $2,076+35.0% | $2,800+0.1% | $2,381+17.7% |
| Participant deferral / active EE | $4,863 | $2,821+72.4% | $3,704+31.3% | $3,470+40.2% |
| Admin fee / account holder | $2,170 | $3,839-43.5% | $5,104-57.5% | $4,887-55.6% |