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.)
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 | $39,091 | $48,327-19.1% | $67,575-42.2% | $80,935-51.7% |
| Participation rate | 98.8% | 66.4%+32.4pp | 72.9%+25.9pp | 67.7%+31.1pp |
| Annual return | 14.15% | 18.31%-4.2pp | 3528.98%-3514.8pp | 35.66%-21.5pp |
| Employer contribution / active EE | $4,048 | $2,022+100.2% | $2,736+48.0% | $2,757+46.8% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,187 | $3,692-67.9% | $3,993-70.3% | $6,924-82.9% |