Filed April 12, 2021
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $91,662 | $98,982-7.4% | $162,185-43.5% | $65,186+40.6% |
| Participation rate | 91.3% | 85.8%+5.5pp | 87.6%+3.7pp | 70.2%+21.1pp |
| Annual return | 54.26% | 24.84%+29.4pp | 115.61%-61.4pp | 29.39%+24.9pp |
| Employer contribution / active EE | $1,298 | $3,467-62.6% | $5,613-76.9% | $2,177-40.4% |
| Participant deferral / active EE | $8,271 | $5,384+53.6% | $7,297+13.3% | $3,514+135.4% |
| Admin fee / account holder | $3,780 | $596+533.8% | $10,844-65.1% | $847+346.1% |