Filed April 30, 2018 (most recent of 2 filings on file)
Total covered: 26 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 | $40,256 | $73,102-44.9% | $123,553-67.4% | $56,289-28.5% |
| Participation rate | 90.5% | 74.3%+16.2pp | 82.3%+8.2pp | 69.9%+20.7pp |
| Annual return | -6.01% | 3.01%-9.0pp | 119.21%-125.2pp | -9.96%+4.0pp |
| Employer contribution / active EE | $1,598 | $2,977-46.3% | $4,628-65.5% | $2,111-24.3% |
| Participant deferral / active EE | $4,498 | $5,423-17.1% | $6,426-30.0% | $3,350+34.3% |
| Admin fee / account holder | $1,738 | $554+213.9% | $9,284-81.3% | $521+233.6% |