Filed November 29, 2018 (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 | $152,611 | $92,743+64.6% | $82,744+84.4% | $134,532+13.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.97% | 946.63%-967.6pp | 702.22%-723.2pp | 418.27%-439.2pp |
| Employer contribution / active EE | $9,956 | $3,273+204.2% | $3,008+231.0% | $4,741+110.0% |
| Participant deferral / active EE | $18,511 | $4,802+285.5% | $4,395+321.2% | $6,401+189.2% |
| Admin fee / account holder | $6,662 | $5,977+11.5% | $5,325+25.1% | $11,429-41.7% |