Filed January 25, 2016 (most recent of 3 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,634 | $94,529-65.5% | $140,019-76.7% | $64,173-49.1% |
| Participation rate | 80.0% | 84.1%-4.1pp | 87.5%-7.5pp | 69.6%+10.4pp |
| Annual return | -5.69% | 7.77%-13.5pp | 651.17%-656.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,055 | $3,812-46.1% | $5,605-63.3% | $2,381-13.7% |
| Participant deferral / active EE | $1,854 | $5,250-64.7% | $6,927-73.2% | $3,470-46.6% |
| Admin fee / account holder | $5,359 | $6,741-20.5% | $10,705-49.9% | $4,887+9.7% |