Filed January 25, 2019
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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 | $55,189 | $73,638-25.1% | $108,410-49.1% | $79,393-30.5% |
| Participation rate | 85.7% | 77.4%+8.3pp | 80.1%+5.6pp | 70.7%+15.0pp |
| Annual return | 19.00% | 33.27%-14.3pp | 905.34%-886.3pp | 116.87%-97.9pp |
| Employer contribution / active EE | $3,103 | $2,397+29.5% | $3,558-12.8% | $2,428+27.8% |
| Participant deferral / active EE | $6,068 | $6,218-2.4% | $6,562-7.5% | $4,046+50.0% |
| Admin fee / account holder | $5,552 | $638+770.1% | $7,296-23.9% | $627+786.2% |