Filed July 19, 2018 (most recent of 3 filings on file)
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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 | $33,059 | $29,716+11.3% | $56,077-41.0% | $80,925-59.1% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 13.43% | 35.30%-21.9pp | 1709.28%-1695.8pp | 35.65%-22.2pp |
| Employer contribution / active EE | $1,313 | $671+95.6% | $1,040+26.2% | $2,756-52.4% |
| Participant deferral / active EE | $4,061 | $1,228+230.6% | $1,954+107.8% | $4,299-5.5% |
| Admin fee / account holder | $7,166 | $2,432+194.6% | $2,825+153.7% | $6,940+3.3% |