Filed May 6, 2019
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,565 | $55,472-81.0% | $155,567-93.2% | $74,546-85.8% |
| Participation rate | 79.0% | 61.9%+17.1pp | 78.2%+0.8pp | 67.2%+11.8pp |
| Annual return | 11.35% | 268.72%-257.4pp | 64.74%-53.4pp | 1366.03%-1354.7pp |
| Employer contribution / active EE | $1,740 | $2,269-23.3% | $4,674-62.8% | $2,624-33.7% |
| Participant deferral / active EE | $2,559 | $2,838-9.8% | $5,628-54.5% | $4,347-41.1% |
| Admin fee / account holder | $807 | $1,743-53.7% | $15,916-94.9% | $1,944-58.5% |