Filed July 1, 2020
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,025 | $52,884-88.6% | $84,753-92.9% | $55,167-89.1% |
| Participation rate | 88.0% | 67.5%+20.4pp | 76.6%+11.4pp | 69.0%+19.0pp |
| Annual return | 37.13% | 18.03%+19.1pp | 22.78%+14.3pp | 169.23%-132.1pp |
| Employer contribution / active EE | $2,067 | $2,233-7.4% | $3,574-42.2% | $1,963+5.3% |
| Participant deferral / active EE | $1,384 | $2,644-47.7% | $3,712-62.7% | $3,054-54.7% |
| Admin fee / account holder | $1,304 | $581+124.6% | $5,333-75.5% | $504+158.8% |