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 | $43,795 | $54,355-19.4% | $82,744-47.1% | $68,486-36.1% |
| Participation rate | 93.4% | 63.9%+29.5pp | 72.6%+20.9pp | 67.9%+25.5pp |
| Annual return | -17.68% | -13.67%-4.0pp | 702.22%-719.9pp | -7.85%-9.8pp |
| Employer contribution / active EE | $2,302 | $2,219+3.7% | $3,008-23.5% | $2,597-11.4% |
| Participant deferral / active EE | $4,020 | $3,246+23.8% | $4,395-8.5% | $4,028-0.2% |
| Admin fee / account holder | $12,246 | $4,397+178.5% | $5,325+130.0% | $5,404+126.6% |