Filed October 1, 2016 (most recent of 3 filings on file)
Total covered: 2 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $33,055 | $123,793-73.3% | $177,848-81.4% | $79,856-58.6% |
| Participation rate | 97.6% | 84.7%+12.9pp | 87.7%+9.9pp | 69.6%+27.9pp |
| Annual return | 11.98% | 22.82%-10.8pp | 48.33%-36.3pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,523 | $4,095-62.8% | $5,919-74.3% | $2,471-38.4% |
| Participant deferral / active EE | $3,273 | $5,956-45.1% | $7,714-57.6% | $3,741-12.5% |
| Admin fee / account holder | $4,581 | $7,243-36.7% | $12,431-63.1% | $5,306-13.7% |