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 | $31,851 | $82,678-61.5% | $125,391-74.6% | $68,490-53.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.48% | -5.97%-12.5pp | 572.41%-590.9pp | -7.85%-10.6pp |
| Employer contribution / active EE | $829 | $3,382-75.5% | $4,816-82.8% | $2,597-68.1% |
| Participant deferral / active EE | $4,068 | $6,111-33.4% | $7,448-45.4% | $4,028+1.0% |
| Admin fee / account holder | $2,953 | $6,277-53.0% | $10,009-70.5% | $5,403-45.3% |