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 | $81,940 | $59,804+37.0% | $81,982-0.1% | $79,856+2.6% |
| Participation rate | 98.9% | 61.6%+37.3pp | 69.3%+29.6pp | 69.6%+29.3pp |
| Annual return | 15.56% | 17.56%-2.0pp | 41.31%-25.8pp | 31.71%-16.1pp |
| Employer contribution / active EE | $786 | $1,713-54.1% | $2,498-68.5% | $2,471-68.2% |
| Participant deferral / active EE | $2,898 | $2,695+7.5% | $3,722-22.1% | $3,741-22.5% |
| Admin fee / account holder | $14,940 | $4,288+248.4% | $5,665+163.7% | $5,306+181.5% |