Filed February 2, 2018
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $104,282 | $91,120+14.4% | $161,149-35.3% | $64,097+62.7% |
| Participation rate | 62.6% | 62.2%+0.4pp | 78.8%-16.3pp | 55.2%+7.4pp |
| Annual return | 23.78% | 17.95%+5.8pp | 21.16%+2.6pp | 34.64%-10.9pp |
| Employer contribution / active EE | $2,243 | $2,284-1.8% | $4,360-48.6% | $1,891+18.6% |
| Participant deferral / active EE | $5,061 | $3,708+36.5% | $6,153-17.7% | $3,080+64.3% |
| Admin fee / account holder | $2,302 | $4,535-49.2% | $15,194-84.8% | $3,454-33.4% |