Filed December 14, 2017 (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 | $50,098 | $49,177+1.9% | $79,466-37.0% | $64,173-21.9% |
| Participation rate | 89.5% | 65.0%+24.4pp | 73.3%+16.1pp | 69.6%+19.9pp |
| Annual return | 9.89% | -1.16%+11.1pp | 718.28%-708.4pp | 7.63%+2.3pp |
| Employer contribution / active EE | $9,162 | $2,076+341.3% | $2,800+227.2% | $2,381+284.8% |
| Participant deferral / active EE | $5,397 | $2,821+91.3% | $3,704+45.7% | $3,470+55.5% |
| Admin fee / account holder | $989 | $3,839-74.2% | $5,104-80.6% | $4,887-79.8% |