Filed July 19, 2018 (most recent of 3 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 | $43,782 | $27,639+58.4% | $61,501-28.8% | $68,490-36.1% |
| Participation rate | 97.0% | 39.5%+57.5pp | 52.6%+44.4pp | 67.9%+29.1pp |
| Annual return | -8.32% | -13.19%+4.9pp | 339.04%-347.4pp | -7.85%-0.5pp |
| Employer contribution / active EE | $1,406 | $696+102.0% | $1,160+21.2% | $2,597-45.9% |
| Participant deferral / active EE | $3,730 | $1,264+195.1% | $2,125+75.5% | $4,028-7.4% |
| Admin fee / account holder | $3,725 | $2,012+85.1% | $2,132+74.7% | $5,403-31.1% |