Filed December 13, 2019
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,766 | $49,255+49.8% | $70,494+4.6% | $79,856-7.6% |
| Participation rate | 96.2% | 69.2%+27.1pp | 75.1%+21.2pp | 69.6%+26.6pp |
| Annual return | 6.01% | 30.10%-24.1pp | 109.16%-103.1pp | 31.71%-25.7pp |
| Employer contribution / active EE | $5,112 | $2,100+143.4% | $2,738+86.7% | $2,471+106.9% |
| Participant deferral / active EE | $5,590 | $2,768+101.9% | $3,711+50.6% | $3,741+49.4% |
| Admin fee / account holder | $11,493 | $2,879+299.2% | $3,848+198.7% | $5,306+116.6% |