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.)
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 | $58,408-48.7% | $180,320-83.4% | $69,733-57.1% |
| Participation rate | 100.0% | 54.2%+45.8pp | 71.5%+28.5pp | 62.5%+37.5pp |
| Annual return | 11.51% | 15.02%-3.5pp | 778.54%-767.0pp | 15.22%-3.7pp |
| Employer contribution / active EE | $4,130 | $1,159+256.3% | $4,108+0.5% | $2,250+83.5% |
| Participant deferral / active EE | $0 | $2,723-100.0% | $4,304-100.0% | $3,054-100.0% |
| Admin fee / account holder | $5,076 | $4,205+20.7% | $10,000-49.2% | $3,102+63.6% |