Filed December 12, 2018 (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 | $116,940 | $91,536+27.8% | $130,062-10.1% | $75,177+55.6% |
| Participation rate | 96.7% | 71.5%+25.3pp | 78.5%+18.2pp | 67.2%+29.5pp |
| Annual return | 16.00% | -631.62%+647.6pp | -137.37%+153.4pp | 160.75%-144.7pp |
| Employer contribution / active EE | $15,478 | $2,845+444.1% | $4,322+258.1% | $2,671+479.5% |
| Participant deferral / active EE | $7,425 | $4,343+71.0% | $5,821+27.6% | $4,126+79.9% |
| Admin fee / account holder | $6,750 | $6,780-0.4% | $10,601-36.3% | $5,651+19.4% |