Filed July 17, 2017 (most recent of 2 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 | $129,024 | $138,393-6.8% | $184,256-30.0% | $80,959+59.4% |
| Participation rate | 84.1% | 83.9%+0.2pp | 86.8%-2.7pp | 67.7%+16.4pp |
| Annual return | 14.85% | 20.01%-5.2pp | 28.85%-14.0pp | 35.67%-20.8pp |
| Employer contribution / active EE | $8,985 | $4,847+85.4% | $6,427+39.8% | $2,757+225.9% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,273 | $10,489-40.2% | $13,899-54.9% | $6,925-9.4% |