Filed June 3, 2019
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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 | $40,934 | $89,739-54.4% | $149,721-72.7% | $62,293-34.3% |
| Participation rate | 78.7% | 85.1%-6.4pp | 87.1%-8.3pp | 69.5%+9.2pp |
| Annual return | 11.69% | 21.01%-9.3pp | 1501.67%-1490.0pp | 28.90%-17.2pp |
| Employer contribution / active EE | $2,344 | $3,233-27.5% | $5,444-56.9% | $2,042+14.8% |
| Participant deferral / active EE | $2,723 | $4,797-43.2% | $6,568-58.5% | $3,169-14.1% |
| Admin fee / account holder | $5,878 | $551+966.3% | $11,282-47.9% | $479+1126.2% |