Filed December 11, 2018 (most recent of 2 filings on file)
Total covered: 42 employees
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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 | $102,162 | $63,082+61.9% | $81,716+25.0% | $79,852+27.9% |
| Participation rate | 96.9% | 67.5%+29.4pp | 72.0%+24.9pp | 69.6%+27.3pp |
| Annual return | 34.01% | 22.66%+11.4pp | 29.49%+4.5pp | 31.72%+2.3pp |
| Employer contribution / active EE | $8,965 | $1,795+399.4% | $4,310+108.0% | $2,471+262.8% |
| Participant deferral / active EE | $10,160 | $2,780+265.4% | $7,108+42.9% | $3,740+171.6% |
| Admin fee / account holder | $3,541 | $4,428-20.0% | $5,159-31.4% | $5,306-33.3% |