Filed March 12, 2018
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,151 | $64,176+28.0% | $112,263-26.8% | $66,949+22.7% |
| Participation rate | 65.3% | 68.4%-3.1pp | 75.1%-9.7pp | 69.8%-4.5pp |
| Annual return | 4.22% | -13.80%+18.0pp | 27.49%-23.3pp | 1.57%+2.6pp |
| Employer contribution / active EE | $2,976 | $3,007-1.0% | $3,636-18.1% | $2,545+16.9% |
| Participant deferral / active EE | $4,941 | $3,694+33.8% | $4,729+4.5% | $4,239+16.6% |
| Admin fee / account holder | $7,972 | $626+1173.9% | $6,410+24.4% | $594+1243.1% |