Filed October 1, 2018
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $166,544 | $83,369+99.8% | $105,223+58.3% | $67,986+145.0% |
| Participation rate | 62.6% | 56.3%+6.3pp | 75.0%-12.4pp | 57.2%+5.4pp |
| Annual return | 16.49% | 24.64%-8.2pp | 180.65%-164.2pp | 31.67%-15.2pp |
| Employer contribution / active EE | $2,879 | $2,541+13.3% | $3,689-22.0% | $2,019+42.6% |
| Participant deferral / active EE | $4,599 | $3,295+39.6% | $5,072-9.3% | $3,358+37.0% |
| Admin fee / account holder | $5,811 | $4,073+42.7% | $8,859-34.4% | $3,203+81.4% |