Filed August 29, 2018
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $147,577 | $121,341+21.6% | $189,545-22.1% | $79,389+85.9% |
| Participation rate | 72.2% | 86.1%-13.9pp | 87.8%-15.6pp | 70.7%+1.5pp |
| Annual return | 7.04% | 21.08%-14.0pp | 555.36%-548.3pp | 116.89%-109.8pp |
| Employer contribution / active EE | $3,121 | $3,915-20.3% | $6,162-49.3% | $2,428+28.6% |
| Participant deferral / active EE | $5,049 | $6,395-21.1% | $8,220-38.6% | $4,046+24.8% |
| Admin fee / account holder | $3,363 | $651+416.3% | $12,049-72.1% | $626+436.8% |