Filed July 6, 2021
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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 | $22,375 | $82,674-72.9% | $125,381-82.2% | $68,486-67.3% |
| Participation rate | 96.1% | 75.1%+21.0pp | 82.4%+13.7pp | 67.9%+28.2pp |
| Annual return | -16.92% | -5.97%-11.0pp | 572.31%-589.2pp | -7.85%-9.1pp |
| Employer contribution / active EE | $1,618 | $3,382-52.1% | $4,815-66.4% | $2,597-37.7% |
| Participant deferral / active EE | $6,136 | $6,111+0.4% | $7,448-17.6% | $4,028+52.4% |
| Admin fee / account holder | $1,462 | $6,277-76.7% | $10,007-85.4% | $5,404-73.0% |