Filed May 14, 2019 (most recent of 4 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 | $53,823 | $123,793-56.5% | $177,848-69.7% | $79,856-32.6% |
| Participation rate | 87.8% | 84.7%+3.1pp | 87.7%+0.1pp | 69.6%+18.2pp |
| Annual return | 14.66% | 22.82%-8.2pp | 48.33%-33.7pp | 31.71%-17.1pp |
| Employer contribution / active EE | $4,434 | $4,095+8.3% | $5,919-25.1% | $2,471+79.4% |
| Participant deferral / active EE | $3,919 | $5,956-34.2% | $7,714-49.2% | $3,741+4.8% |
| Admin fee / account holder | $4,377 | $7,243-39.6% | $12,431-64.8% | $5,306-17.5% |