Filed April 1, 2015
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,697 | $59,123+17.9% | $77,183-9.7% | $75,181-7.3% |
| Participation rate | 96.3% | 63.9%+32.4pp | 69.6%+26.7pp | 67.2%+29.1pp |
| Annual return | 11.49% | 26.72%-15.2pp | 37.89%-26.4pp | 160.69%-149.2pp |
| Employer contribution / active EE | $1,921 | $1,996-3.7% | $2,534-24.2% | $2,671-28.1% |
| Participant deferral / active EE | $3,676 | $2,999+22.6% | $3,833-4.1% | $4,126-10.9% |
| Admin fee / account holder | $15,604 | $4,776+226.7% | $5,475+185.0% | $5,650+176.2% |