Filed December 2, 2015
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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 | $121,108 | $47,977+152.4% | $154,114-21.4% | $56,287+115.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -6.50% | 3.54%-10.0pp | 735.16%-741.7pp | -9.96%+3.5pp |
| Employer contribution / active EE | $5,479 | $2,169+152.6% | $5,298+3.4% | $2,111+159.5% |
| Participant deferral / active EE | $5,564 | $2,392+132.6% | $5,081+9.5% | $3,350+66.1% |
| Admin fee / account holder | $3,790 | $438+764.9% | $13,411-71.7% | $521+627.6% |