Filed February 11, 2019 (most recent of 2 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 | $16,429 | $43,730-62.4% | $121,220-86.4% | $64,173-74.4% |
| Participation rate | 93.8% | 58.3%+35.4pp | 71.8%+22.0pp | 69.6%+24.2pp |
| Annual return | -2.57% | 68.94%-71.5pp | 16.94%-19.5pp | 7.63%-10.2pp |
| Employer contribution / active EE | $1,042 | $1,297-19.7% | $4,023-74.1% | $2,381-56.2% |
| Participant deferral / active EE | $1,194 | $2,281-47.7% | $3,345-64.3% | $3,470-65.6% |
| Admin fee / account holder | $806 | $3,502-77.0% | $5,021-83.9% | $4,887-83.5% |