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 | $54,674+27.6% | $76,089-8.3% | $74,429-6.3% |
| Participation rate | 83.3% | 60.3%+23.0pp | 69.1%+14.2pp | 67.2%+16.1pp |
| Annual return | 12.93% | 31.89%-19.0pp | 360.94%-348.0pp | 1368.38%-1355.5pp |
| Employer contribution / active EE | $1,018 | $1,781-42.8% | $2,690-62.1% | $2,625-61.2% |
| Participant deferral / active EE | $4,191 | $3,071+36.5% | $4,259-1.6% | $4,348-3.6% |
| Admin fee / account holder | $10,673 | $2,238+377.0% | $6,418+66.3% | $1,944+449.0% |