Filed March 2, 2015 (most recent of 3 filings on file)
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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 | $70,388 | $125,797-44.0% | $170,057-58.6% | $75,177-6.4% |
| Participation rate | 92.6% | 83.6%+9.0pp | 87.0%+5.5pp | 67.2%+25.3pp |
| Annual return | 19.71% | 27.20%-7.5pp | 53.42%-33.7pp | 160.75%-141.0pp |
| Employer contribution / active EE | $1,578 | $4,616-65.8% | $6,790-76.8% | $2,671-40.9% |
| Participant deferral / active EE | $4,570 | $6,838-33.2% | $10,411-56.1% | $4,126+10.8% |
| Admin fee / account holder | $1,830 | $8,177-77.6% | $12,826-85.7% | $5,651-67.6% |