Filed July 16, 2018
Total covered: 2 employees
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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 | $109,024 | $81,870+33.2% | $119,622-8.9% | $68,486+59.2% |
| Participation rate | 91.0% | 71.9%+19.1pp | 79.3%+11.7pp | 67.9%+23.1pp |
| Annual return | -15.66% | -23.82%+8.2pp | -14.98%-0.7pp | -7.85%-7.8pp |
| Employer contribution / active EE | $4,510 | $2,692+67.6% | $4,232+6.6% | $2,597+73.7% |
| Participant deferral / active EE | $6,269 | $4,148+51.1% | $5,601+11.9% | $4,028+55.6% |
| Admin fee / account holder | $982 | $6,583-85.1% | $10,328-90.5% | $5,404-81.8% |