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.)
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 | $75,704 | $93,617-19.1% | $135,982-44.3% | $75,177+0.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 4.65% | 30.89%-26.2pp | 68.32%-63.7pp | 160.75%-156.1pp |
| Employer contribution / active EE | $9,827 | $3,538+177.7% | $4,859+102.2% | $2,671+267.9% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,369 | $6,980+5.6% | $10,767-31.6% | $5,651+30.4% |