Filed November 4, 2016
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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 | $54,870 | $105,209-47.8% | $159,495-65.6% | $85,852-36.1% |
| Participation rate | 94.2% | 75.8%+18.4pp | 82.8%+11.4pp | 69.3%+24.9pp |
| Annual return | 1.25% | 45.08%-43.8pp | 263.72%-262.5pp | 318.66%-317.4pp |
| Employer contribution / active EE | $3,092 | $3,319-6.8% | $4,831-36.0% | $2,566+20.5% |
| Participant deferral / active EE | $11,179 | $5,946+88.0% | $7,354+52.0% | $3,952+182.8% |
| Admin fee / account holder | $2,973 | $6,935-57.1% | $10,804-72.5% | $6,261-52.5% |