Filed May 10, 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.)
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 | $67,743 | $73,978-8.4% | $96,515-29.8% | $75,173-9.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 18.87% | 26.72%-7.8pp | 35.73%-16.9pp | 160.72%-141.8pp |
| Employer contribution / active EE | $5,566 | $2,931+89.9% | $3,740+48.9% | $2,671+108.4% |
| Participant deferral / active EE | $8,814 | $3,660+140.8% | $4,880+80.6% | $4,126+113.6% |
| Admin fee / account holder | $6,062 | $5,219+16.2% | $6,735-10.0% | $5,651+7.3% |