Filed March 27, 2017 (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 | $221,940 | $69,977+217.2% | $108,582+104.4% | $62,881+253.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 6.93% | 10.73%-3.8pp | -51.70%+58.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $5,221 | $2,135+144.5% | $3,758+38.9% | $2,281+128.9% |
| Participant deferral / active EE | $3,067 | $3,165-3.1% | $4,311-28.8% | $3,203-4.2% |
| Admin fee / account holder | $13,794 | $5,076+171.7% | $7,645+80.4% | $4,296+221.1% |