Filed December 13, 2019
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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 | $81,629 | $48,314+69.0% | $67,561+20.8% | $80,925+0.9% |
| Participation rate | 41.9% | 66.4%-24.5pp | 72.9%-31.0pp | 67.7%-25.8pp |
| Annual return | 11.48% | 18.28%-6.8pp | 3525.44%-3514.0pp | 35.65%-24.2pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,594 | $2,927-11.4% | $4,003-35.2% | $4,299-39.7% |
| Admin fee / account holder | $4,401 | $3,690+19.3% | $4,006+9.9% | $6,940-36.6% |