Filed November 28, 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.)
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 | $42,561 | $110,083-61.3% | $151,645-71.9% | $68,490-37.9% |
| Participation rate | 96.4% | 84.0%+12.5pp | 87.5%+8.9pp | 67.9%+28.5pp |
| Annual return | -10.31% | -10.12%-0.2pp | 3.34%-13.7pp | -7.85%-2.5pp |
| Employer contribution / active EE | $3,444 | $4,470-23.0% | $6,165-44.1% | $2,597+32.6% |
| Participant deferral / active EE | $5,898 | $6,526-9.6% | $8,363-29.5% | $4,028+46.4% |
| Admin fee / account holder | $5,976 | $7,718-22.6% | $11,614-48.5% | $5,403+10.6% |