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 | $23,406 | $53,774-56.5% | $134,162-82.6% | $79,852-70.7% |
| Participation rate | 93.5% | 58.8%+34.7pp | 72.2%+21.3pp | 69.6%+23.8pp |
| Annual return | 15.89% | 19.01%-3.1pp | 36.35%-20.5pp | 31.72%-15.8pp |
| Employer contribution / active EE | $1,087 | $1,322-17.8% | $3,705-70.7% | $2,471-56.0% |
| Participant deferral / active EE | $1,174 | $2,420-51.5% | $3,500-66.5% | $3,740-68.6% |
| Admin fee / account holder | $650 | $3,985-83.7% | $6,685-90.3% | $5,306-87.8% |