Filed January 10, 2017
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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 | $98,331 | $63,156+55.7% | $122,354-19.6% | $62,293+57.9% |
| Participation rate | 89.0% | 60.0%+29.0pp | 71.6%+17.4pp | 69.5%+19.5pp |
| Annual return | 13.33% | 20.61%-7.3pp | 30.28%-16.9pp | 28.90%-15.6pp |
| Employer contribution / active EE | $4,423 | $1,385+219.4% | $4,051+9.2% | $2,042+116.6% |
| Participant deferral / active EE | $5,015 | $2,321+116.1% | $3,287+52.6% | $3,169+58.2% |
| Admin fee / account holder | $3,645 | $440+728.6% | $5,479-33.5% | $479+660.5% |