Filed November 29, 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 | $109,869 | $49,177+123.4% | $79,467+38.3% | $64,173+71.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -3.31% | -1.16%-2.2pp | 718.30%-721.6pp | 7.63%-10.9pp |
| Employer contribution / active EE | $4,127 | $2,076+98.8% | $2,800+47.4% | $2,381+73.4% |
| Participant deferral / active EE | $8,213 | $2,821+191.1% | $3,704+121.8% | $3,470+136.7% |
| Admin fee / account holder | $18,192 | $3,839+373.9% | $5,104+256.4% | $4,887+272.2% |