Filed May 22, 2017
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,203 | $45,119-44.1% | $85,126-70.4% | $74,429-66.1% |
| Participation rate | 59.2% | 49.4%+9.8pp | 67.5%-8.4pp | 67.2%-8.1pp |
| Annual return | 24.91% | 26.28%-1.4pp | 66.63%-41.7pp | 1368.38%-1343.5pp |
| Employer contribution / active EE | $1,087 | $1,460-25.6% | $2,731-60.2% | $2,625-58.6% |
| Participant deferral / active EE | $3,139 | $2,738+14.7% | $4,523-30.6% | $4,348-27.8% |
| Admin fee / account holder | $2,129 | $2,214-3.9% | $6,160-65.4% | $1,944+9.5% |