Filed January 5, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,939 | $51,736-42.1% | $120,225-75.1% | $67,986-56.0% |
| Participation rate | 100.0% | 46.1%+53.9pp | 69.6%+30.4pp | 57.2%+42.8pp |
| Annual return | 11.51% | 31.98%-20.5pp | 439.23%-427.7pp | 31.67%-20.2pp |
| Employer contribution / active EE | $4,130 | $1,071+285.5% | $3,475+18.8% | $2,019+104.6% |
| Participant deferral / active EE | $0 | $2,206-100.0% | $3,999-100.0% | $3,358-100.0% |
| Admin fee / account holder | $5,076 | $4,159+22.1% | $5,696-10.9% | $3,203+58.5% |