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 | $68,687 | $48,235+42.4% | $68,803-0.2% | $68,490+0.3% |
| Participation rate | 85.1% | 60.7%+24.4pp | 69.0%+16.1pp | 67.9%+17.2pp |
| Annual return | -18.57% | -12.70%-5.9pp | -6.37%-12.2pp | -7.85%-10.7pp |
| Employer contribution / active EE | $1,120 | $1,829-38.8% | $2,656-57.8% | $2,597-56.9% |
| Participant deferral / active EE | $4,083 | $2,867+42.4% | $3,942+3.6% | $4,028+1.4% |
| Admin fee / account holder | $5,411 | $4,361+24.1% | $4,936+9.6% | $5,403+0.2% |