Filed January 7, 2019
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $101,785 | $64,729+57.2% | $112,263-9.3% | $68,490+48.6% |
| Participation rate | 81.3% | 67.2%+14.2pp | 75.1%+6.3pp | 67.9%+13.4pp |
| Annual return | -16.84% | -11.40%-5.4pp | 27.49%-44.3pp | -7.85%-9.0pp |
| Employer contribution / active EE | $2,684 | $2,746-2.3% | $3,636-26.2% | $2,597+3.4% |
| Participant deferral / active EE | $6,718 | $3,566+88.4% | $4,729+42.0% | $4,028+66.8% |
| Admin fee / account holder | $1,606 | $5,222-69.2% | $6,410-74.9% | $5,403-70.3% |