Filed December 8, 2016 (most recent of 2 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 | $29,524 | $89,367-67.0% | $141,191-79.1% | $72,975-59.5% |
| Participation rate | 87.7% | 75.1%+12.5pp | 82.5%+5.2pp | 69.5%+18.2pp |
| Annual return | 26.25% | 111.87%-85.6pp | 71.41%-45.2pp | 81.01%-54.8pp |
| Employer contribution / active EE | $2,236 | $3,115-28.2% | $4,736-52.8% | $2,440-8.4% |
| Participant deferral / active EE | $5,008 | $5,419-7.6% | $6,710-25.4% | $3,608+38.8% |
| Admin fee / account holder | $1,836 | $5,957-69.2% | $10,264-82.1% | $5,124-64.2% |