Filed December 12, 2016
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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 | $73,796 | $82,674-10.7% | $125,381-41.1% | $68,486+7.8% |
| Participation rate | 90.8% | 75.1%+15.8pp | 82.4%+8.4pp | 67.9%+22.9pp |
| Annual return | -13.85% | -5.97%-7.9pp | 572.31%-586.2pp | -7.85%-6.0pp |
| Employer contribution / active EE | $2,766 | $3,382-18.2% | $4,815-42.6% | $2,597+6.5% |
| Participant deferral / active EE | $6,931 | $6,111+13.4% | $7,448-6.9% | $4,028+72.1% |
| Admin fee / account holder | $3,418 | $6,277-45.6% | $10,007-65.8% | $5,404-36.8% |