Filed June 1, 2018
Total covered: 257 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 | $58,072 | $106,749-45.6% | $145,433-60.1% | $82,448-29.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.20% | 27.59%-9.4pp | 66.58%-48.4pp | 41.64%-23.4pp |
| Employer contribution / active EE | $894 | $3,444-74.0% | $4,554-80.4% | $2,551-65.0% |
| Participant deferral / active EE | $5,290 | $6,519-18.9% | $7,897-33.0% | $4,139+27.8% |
| Admin fee / account holder | $1,484 | $8,390-82.3% | $13,129-88.7% | $7,234-79.5% |