Filed August 27, 2018 (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.)
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 | $33,892 | $64,176-47.2% | $112,263-69.8% | $66,949-49.4% |
| Participation rate | 91.0% | 68.4%+22.6pp | 75.1%+15.9pp | 69.8%+21.2pp |
| Annual return | -19.04% | -13.80%-5.2pp | 27.49%-46.5pp | 1.57%-20.6pp |
| Employer contribution / active EE | $3,026 | $3,007+0.6% | $3,636-16.8% | $2,545+18.9% |
| Participant deferral / active EE | $4,412 | $3,694+19.4% | $4,729-6.7% | $4,239+4.1% |
| Admin fee / account holder | $1,248 | $626+99.3% | $6,410-80.5% | $594+110.2% |