Filed December 18, 2019
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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 | $96,157 | $64,176+49.8% | $112,263-14.3% | $66,949+43.6% |
| Participation rate | 86.5% | 68.4%+18.1pp | 75.1%+11.5pp | 69.8%+16.7pp |
| Annual return | -19.58% | -13.80%-5.8pp | 27.49%-47.1pp | 1.57%-21.1pp |
| Employer contribution / active EE | $2,365 | $3,007-21.3% | $3,636-35.0% | $2,545-7.1% |
| Participant deferral / active EE | $8,584 | $3,694+132.4% | $4,729+81.5% | $4,239+102.5% |
| Admin fee / account holder | $3,368 | $626+438.2% | $6,410-47.5% | $594+467.4% |