Filed December 3, 2019
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,752 | $47,977-88.0% | $154,108-96.3% | $56,289-89.8% |
| Participation rate | 79.6% | 66.2%+13.4pp | 83.0%-3.5pp | 69.9%+9.7pp |
| Annual return | 17.25% | 3.54%+13.7pp | 735.21%-718.0pp | -9.96%+27.2pp |
| Employer contribution / active EE | $732 | $2,169-66.2% | $5,298-86.2% | $2,111-65.3% |
| Participant deferral / active EE | $1,692 | $2,392-29.2% | $5,081-66.7% | $3,350-49.5% |
| Admin fee / account holder | $1,182 | $438+169.7% | $13,411-91.2% | $521+126.8% |