Filed February 21, 2019
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 | $152,889 | $60,349+153.3% | $74,184+106.1% | $62,881+143.1% |
| Participation rate | 97.6% | 72.7%+24.8pp | 76.6%+20.9pp | 69.3%+28.3pp |
| Annual return | 5.58% | 21.38%-15.8pp | 17.74%-12.2pp | 20.14%-14.6pp |
| Employer contribution / active EE | $3,768 | $1,680+124.2% | $2,370+59.0% | $2,281+65.2% |
| Participant deferral / active EE | $5,588 | $2,856+95.6% | $3,550+57.4% | $3,203+74.4% |
| Admin fee / account holder | $11,535 | $4,261+170.7% | $5,586+106.5% | $4,296+168.5% |