Filed December 21, 2018
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,295 | $44,059+75.4% | $71,671+7.8% | $69,631+11.0% |
| Participation rate | 70.2% | 60.8%+9.4pp | 68.7%+1.4pp | 70.7%-0.5pp |
| Annual return | 36.30% | 21.97%+14.3pp | 20.65%+15.6pp | 27571.02%-27534.7pp |
| Employer contribution / active EE | $1,793 | $1,305+37.4% | $2,460-27.1% | $2,032-11.8% |
| Participant deferral / active EE | $0 | $2,370-100.0% | $3,438-100.0% | $3,224-100.0% |
| Admin fee / account holder | $329 | $108+205.2% | $5,558-94.1% | $110+197.6% |