Filed February 8, 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 | $69,765 | $54,690+27.6% | $76,030-8.2% | $74,478-6.3% |
| Participation rate | 83.3% | 60.3%+23.0pp | 69.1%+14.3pp | 67.2%+16.1pp |
| Annual return | 12.93% | 31.92%-19.0pp | 361.54%-348.6pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $1,018 | $1,781-42.8% | $2,688-62.1% | $2,626-61.2% |
| Participant deferral / active EE | $4,191 | $3,070+36.5% | $4,257-1.6% | $4,350-3.7% |
| Admin fee / account holder | $10,673 | $2,240+376.5% | $6,421+66.2% | $1,946+448.5% |