Filed January 18, 2021 (most recent of 5 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 | $60,987 | $123,793-50.7% | $177,827-65.7% | $79,858-23.6% |
| Participation rate | 89.7% | 84.7%+5.0pp | 87.7%+2.0pp | 69.6%+20.1pp |
| Annual return | 15.02% | 22.82%-7.8pp | 48.32%-33.3pp | 31.72%-16.7pp |
| Employer contribution / active EE | $3,511 | $4,095-14.3% | $5,918-40.7% | $2,471+42.1% |
| Participant deferral / active EE | $3,901 | $5,956-34.5% | $7,713-49.4% | $3,740+4.3% |
| Admin fee / account holder | $3,159 | $7,243-56.4% | $12,429-74.6% | $5,306-40.5% |