Filed November 2, 2018
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $70,023 | $63,114+10.9% | $92,915-24.6% | $65,186+7.4% |
| Participation rate | 90.4% | 68.8%+21.7pp | 76.0%+14.4pp | 70.2%+20.2pp |
| Annual return | 20.15% | 28.75%-8.6pp | 109.45%-89.3pp | 29.39%-9.2pp |
| Employer contribution / active EE | $8,537 | $2,571+232.1% | $3,653+133.7% | $2,177+292.2% |
| Participant deferral / active EE | $1,091 | $3,108-64.9% | $4,238-74.3% | $3,514-69.0% |
| Admin fee / account holder | $7,189 | $624+1052.8% | $5,796+24.0% | $847+748.5% |