Filed March 10, 2021 (most recent of 2 filings on file)
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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 | $95,416 | $46,464+105.4% | $150,298-36.5% | $79,634+19.8% |
| Participation rate | 28.4% | 57.0%-28.5pp | 77.8%-49.3pp | 62.5%-34.0pp |
| Annual return | 15.04% | 27.89%-12.9pp | 62.79%-47.7pp | 36.46%-21.4pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $2,944 | $2,157+36.5% | $5,453-46.0% | $3,835-23.2% |
| Admin fee / account holder | $10,753 | $891+1107.3% | $14,116-23.8% | $1,002+973.3% |