Filed March 25, 2019
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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 | $67,075 | $67,411-0.5% | $91,004-26.3% | $70,126-4.4% |
| Participation rate | 86.7% | 71.4%+15.3pp | 75.6%+11.1pp | 69.5%+17.1pp |
| Annual return | 18.55% | -40.16%+58.7pp | 4.60%+14.0pp | 73.15%-54.6pp |
| Employer contribution / active EE | $2,710 | $1,786+51.7% | $2,456+10.4% | $2,343+15.7% |
| Participant deferral / active EE | $3,809 | $2,823+34.9% | $3,548+7.4% | $3,332+14.3% |
| Admin fee / account holder | $2,143 | $4,236-49.4% | $5,417-60.4% | $4,645-53.9% |