Filed February 26, 2019
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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 | $136,194 | $73,787+84.6% | $98,716+38.0% | $82,448+65.2% |
| Participation rate | 98.9% | 61.4%+37.5pp | 69.3%+29.6pp | 68.1%+30.9pp |
| Annual return | 17.57% | 18.57%-1.0pp | 31.81%-14.2pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,059 | $1,511+36.2% | $2,279-9.6% | $2,551-19.3% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,121 | $6,500-21.2% | $8,703-41.2% | $7,234-29.2% |