Filed April 4, 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 | $17,700 | $46,732-62.1% | $156,551-88.7% | $55,167-67.9% |
| Participation rate | 91.4% | 65.8%+25.6pp | 84.0%+7.4pp | 69.0%+22.4pp |
| Annual return | 12.25% | 17.72%-5.5pp | 32.23%-20.0pp | 169.23%-157.0pp |
| Employer contribution / active EE | $1,050 | $2,105-50.1% | $5,501-80.9% | $1,963-46.5% |
| Participant deferral / active EE | $3,280 | $2,204+48.8% | $4,871-32.7% | $3,054+7.4% |
| Admin fee / account holder | $4,280 | $418+923.1% | $13,028-67.1% | $504+749.4% |