Filed March 22, 2019 (most recent of 2 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $101,556 | $122,063-16.8% | $184,256-44.9% | $74,478+36.4% |
| Participation rate | 91.8% | 85.5%+6.3pp | 86.8%+5.0pp | 67.2%+24.6pp |
| Annual return | 68.07% | 19.92%+48.2pp | 28.85%+39.2pp | 1370.56%-1302.5pp |
| Employer contribution / active EE | $5,911 | $4,539+30.2% | $6,427-8.0% | $2,626+125.1% |
| Participant deferral / active EE | $2,956 | $7,144-58.6% | $9,133-67.6% | $4,350-32.0% |
| Admin fee / account holder | $3,828 | $1,253+205.6% | $13,899-72.5% | $1,946+96.7% |