Filed December 11, 2018 (most recent of 2 filings on file)
Total covered: 42 employees
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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 | $73,161 | $58,927+24.2% | $76,823-4.8% | $72,983+0.2% |
| Participation rate | 93.5% | 67.3%+26.1pp | 72.1%+21.4pp | 69.5%+24.0pp |
| Annual return | 52.93% | 2305.64%-2252.7pp | 1166.42%-1113.5pp | 81.01%-28.1pp |
| Employer contribution / active EE | $7,804 | $1,787+336.8% | $2,302+239.0% | $2,440+219.9% |
| Participant deferral / active EE | $9,359 | $2,690+247.9% | $3,336+180.6% | $3,608+159.4% |
| Admin fee / account holder | $8,890 | $4,013+121.5% | $6,422+38.4% | $5,124+73.5% |