Filed February 8, 2017
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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 | $69,218 | $125,797-45.0% | $170,043-59.3% | $75,173-7.9% |
| Participation rate | 92.8% | 83.6%+9.2pp | 87.0%+5.8pp | 67.2%+25.6pp |
| Annual return | 7.45% | 27.20%-19.7pp | 53.40%-46.0pp | 160.72%-153.3pp |
| Employer contribution / active EE | $2,288 | $4,616-50.4% | $6,790-66.3% | $2,671-14.3% |
| Participant deferral / active EE | $3,104 | $6,838-54.6% | $10,410-70.2% | $4,126-24.8% |
| Admin fee / account holder | $1,273 | $8,177-84.4% | $12,824-90.1% | $5,651-77.5% |