Filed May 19, 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 | $96,666 | $89,739+7.7% | $149,721-35.4% | $62,293+55.2% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 21.84% | 21.01%+0.8pp | 1501.67%-1479.8pp | 28.90%-7.1pp |
| Employer contribution / active EE | $2,994 | $3,233-7.4% | $5,444-45.0% | $2,042+46.6% |
| Participant deferral / active EE | $7,337 | $4,797+52.9% | $6,568+11.7% | $3,169+131.5% |
| Admin fee / account holder | $439 | $551-20.3% | $11,282-96.1% | $479-8.3% |