Filed March 24, 2017
Total covered: 2 employees
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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 | $32,606 | $46,534-29.9% | $64,097-49.1% | $75,177-56.6% |
| Participation rate | 98.8% | 65.9%+32.9pp | 72.3%+26.5pp | 67.2%+31.6pp |
| Annual return | -0.16% | 26.07%-26.2pp | 33.75%-33.9pp | 160.75%-160.9pp |
| Employer contribution / active EE | $3,767 | $1,976+90.7% | $2,750+37.0% | $2,671+41.0% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $859 | $2,957-70.9% | $3,070-72.0% | $5,651-84.8% |