Filed May 10, 2018
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,581 | $63,924-60.0% | $108,582-76.4% | $55,167-53.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.6%+20.4pp | 69.0%+31.0pp |
| Annual return | -7.50% | 15.31%-22.8pp | -51.70%+44.2pp | 169.23%-176.7pp |
| Employer contribution / active EE | $3,365 | $1,879+79.1% | $3,758-10.5% | $1,963+71.4% |
| Participant deferral / active EE | $3,559 | $3,067+16.1% | $4,311-17.4% | $3,054+16.5% |
| Admin fee / account holder | $3,328 | $618+438.8% | $7,645-56.5% | $504+560.5% |