Filed July 25, 2017 (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.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,362 | $123,793-44.8% | $177,848-61.6% | $79,856-14.4% |
| Participation rate | 97.5% | 84.7%+12.9pp | 87.7%+9.8pp | 69.6%+27.9pp |
| Annual return | 7.12% | 22.82%-15.7pp | 48.33%-41.2pp | 31.71%-24.6pp |
| Employer contribution / active EE | $1,846 | $4,095-54.9% | $5,919-68.8% | $2,471-25.3% |
| Participant deferral / active EE | $4,483 | $5,956-24.7% | $7,714-41.9% | $3,741+19.8% |
| Admin fee / account holder | $6,983 | $7,243-3.6% | $12,431-43.8% | $5,306+31.6% |