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 | $52,581-43.1% | $130,788-77.1% | $64,340-53.5% |
| Participation rate | 100.0% | 46.5%+53.5pp | 70.1%+29.9pp | 55.2%+44.8pp |
| Annual return | 11.51% | 20.39%-8.9pp | 386.44%-374.9pp | 24.14%-12.6pp |
| Employer contribution / active EE | $4,130 | $1,031+300.6% | $3,558+16.1% | $1,862+121.8% |
| Participant deferral / active EE | $0 | $2,200-100.0% | $4,137-100.0% | $2,980-100.0% |
| Admin fee / account holder | $5,076 | $4,583+10.8% | $6,673-23.9% | $3,703+37.1% |