Filed June 24, 2015 (most recent of 2 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 | $81,952 | $89,739-8.7% | $149,721-45.3% | $62,293+31.6% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 42.53% | 21.01%+21.5pp | 1501.67%-1459.1pp | 28.90%+13.6pp |
| Employer contribution / active EE | $2,738 | $3,233-15.3% | $5,444-49.7% | $2,042+34.1% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,568-100.0% | $3,169-100.0% |
| Admin fee / account holder | $1,501 | $551+172.3% | $11,282-86.7% | $479+213.1% |