Filed March 7, 2018
Total covered: 11 employees
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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 | $27,583 | $63,346-56.5% | $92,240-70.1% | $70,126-60.7% |
| Participation rate | 92.8% | 68.7%+24.1pp | 76.5%+16.3pp | 69.5%+23.2pp |
| Annual return | 11.72% | 530.19%-518.5pp | 176.29%-164.6pp | 73.15%-61.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,569 | $2,854-10.0% | $3,897-34.1% | $3,332-22.9% |
| Admin fee / account holder | $621 | $3,841-83.8% | $5,194-88.0% | $4,645-86.6% |