Filed November 4, 2016 (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 | $54,488 | $65,246-16.5% | $98,716-44.8% | $67,986-19.9% |
| Participation rate | 75.9% | 51.4%+24.5pp | 69.3%+6.6pp | 57.2%+18.7pp |
| Annual return | 18.80% | 20.58%-1.8pp | 31.81%-13.0pp | 31.67%-12.9pp |
| Employer contribution / active EE | $1,726 | $1,042+65.6% | $2,279-24.2% | $2,019-14.5% |
| Participant deferral / active EE | $2,294 | $2,594-11.6% | $4,048-43.3% | $3,358-31.7% |
| Admin fee / account holder | $5,274 | $4,561+15.6% | $8,703-39.4% | $3,203+64.7% |