Filed January 11, 2017
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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 | $82,857 | $82,678+0.2% | $125,391-33.9% | $68,490+21.0% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.4%+11.1pp | 67.9%+25.6pp |
| Annual return | -18.72% | -5.97%-12.7pp | 572.41%-591.1pp | -7.85%-10.9pp |
| Employer contribution / active EE | $3,285 | $3,382-2.9% | $4,816-31.8% | $2,597+26.5% |
| Participant deferral / active EE | $7,886 | $6,111+29.0% | $7,448+5.9% | $4,028+95.8% |
| Admin fee / account holder | $8,716 | $6,277+38.9% | $10,009-12.9% | $5,403+61.3% |