Filed November 17, 2017
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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 | $56,543 | $62,583-9.7% | $76,767-26.3% | $64,173-11.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 34.65% | -1.95%+36.6pp | 2.43%+32.2pp | 7.63%+27.0pp |
| Employer contribution / active EE | $8,632 | $1,832+371.1% | $2,485+247.3% | $2,381+262.5% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,313 | $4,667-29.0% | $6,675-50.4% | $4,887-32.2% |