Filed January 22, 2015
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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 | $161,597 | $137,414+17.6% | $189,520-14.7% | $85,856+88.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 7.66% | 38.14%-30.5pp | 555.25%-547.6pp | 318.58%-310.9pp |
| Employer contribution / active EE | $6,633 | $4,344+52.7% | $6,161+7.7% | $2,565+158.6% |
| Participant deferral / active EE | $3,793 | $6,260-39.4% | $8,220-53.9% | $3,952-4.0% |
| Admin fee / account holder | $9,353 | $8,630+8.4% | $12,046-22.4% | $6,261+49.4% |