Filed June 14, 2021 (most recent of 3 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 | $248,107 | $89,370+177.6% | $141,197+75.7% | $72,976+240.0% |
| Participation rate | 86.4% | 75.1%+11.2pp | 82.5%+3.9pp | 69.5%+16.9pp |
| Annual return | 32.25% | 111.88%-79.6pp | 71.41%-39.2pp | 81.02%-48.8pp |
| Employer contribution / active EE | $5,365 | $3,115+72.2% | $4,736+13.3% | $2,440+119.9% |
| Participant deferral / active EE | $8,701 | $5,419+60.6% | $6,710+29.7% | $3,608+141.2% |
| Admin fee / account holder | $33,859 | $5,957+468.4% | $10,265+229.9% | $5,124+560.8% |