Filed April 29, 2020 (most recent of 2 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.)
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $706,036 | $48,064+1368.9% | $84,646+734.1% | $72,977+867.5% |
| Participation rate | 98.9% | 57.6%+41.3pp | 68.2%+30.7pp | 69.5%+29.4pp |
| Annual return | 9.57% | 37.39%-27.8pp | 258.85%-249.3pp | 81.02%-71.4pp |
| Employer contribution / active EE | $33,796 | $1,602+2009.3% | $2,654+1173.6% | $2,440+1285.0% |
| Participant deferral / active EE | $33,175 | $2,681+1137.3% | $3,901+750.5% | $3,608+819.6% |
| Admin fee / account holder | $38,637 | $3,396+1037.7% | $4,915+686.1% | $5,124+654.0% |