Filed May 31, 2019
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,439 | $55,446-43.3% | $155,574-79.8% | $74,429-57.8% |
| Participation rate | 37.1% | 61.9%-24.9pp | 78.2%-41.2pp | 67.2%-30.2pp |
| Annual return | 19.67% | 269.20%-249.5pp | 64.87%-45.2pp | 1368.38%-1348.7pp |
| Employer contribution / active EE | $658 | $2,266-71.0% | $4,676-85.9% | $2,625-74.9% |
| Participant deferral / active EE | $1,410 | $2,836-50.3% | $5,629-74.9% | $4,348-67.6% |
| Admin fee / account holder | $4,758 | $1,743+173.0% | $15,914-70.1% | $1,944+144.7% |