Filed January 2, 2018
Total covered: 2 employees
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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 | $35,401 | $55,449-36.2% | $83,831-57.8% | $56,289-37.1% |
| Participation rate | 96.6% | 68.0%+28.5pp | 76.1%+20.4pp | 69.9%+26.7pp |
| Annual return | 156.32% | -1.38%+157.7pp | 850.99%-694.7pp | -9.96%+166.3pp |
| Employer contribution / active EE | $7,119 | $2,430+192.9% | $3,631+96.0% | $2,111+237.2% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $2,613 | $656+298.3% | $5,479-52.3% | $521+401.6% |