Filed June 21, 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 | $37,392 | $78,423-52.3% | $95,964-61.0% | $79,856-53.2% |
| Participation rate | 95.3% | 73.5%+21.8pp | 77.1%+18.2pp | 69.6%+25.7pp |
| Annual return | -4.26% | 19.37%-23.6pp | 91.64%-95.9pp | 31.71%-36.0pp |
| Employer contribution / active EE | $2,130 | $1,945+9.5% | $2,541-16.2% | $2,471-13.8% |
| Participant deferral / active EE | $1,923 | $3,440-44.1% | $4,167-53.9% | $3,741-48.6% |
| Admin fee / account holder | $7,578 | $5,622+34.8% | $6,797+11.5% | $5,306+42.8% |