Filed July 6, 2015 (most recent of 5 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 | $16,623 | $89,739-81.5% | $149,721-88.9% | $62,293-73.3% |
| Participation rate | 80.4% | 85.1%-4.7pp | 87.1%-6.7pp | 69.5%+10.9pp |
| Annual return | 17.52% | 21.01%-3.5pp | 1501.67%-1484.2pp | 28.90%-11.4pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,444-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,386 | $4,797-50.3% | $6,568-63.7% | $3,169-24.7% |
| Admin fee / account holder | $5,419 | $551+883.1% | $11,282-52.0% | $479+1030.6% |