Filed June 12, 2018
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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.)
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 | $30,667 | $56,894-46.1% | $84,753-63.8% | $62,881-51.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 2.72% | 6.30%-3.6pp | 22.78%-20.1pp | 20.14%-17.4pp |
| Employer contribution / active EE | $8,757 | $2,400+264.9% | $3,574+145.0% | $2,281+283.9% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,642 | $3,581+57.6% | $5,333+5.8% | $4,296+31.3% |