Filed June 1, 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 | $67,488 | $61,815+9.2% | $97,295-30.6% | $80,959-16.6% |
| Participation rate | 90.2% | 63.5%+26.7pp | 72.7%+17.6pp | 67.7%+22.5pp |
| Annual return | 15.33% | -558.73%+574.1pp | 75.62%-60.3pp | 35.67%-20.3pp |
| Employer contribution / active EE | $2,585 | $1,836+40.8% | $2,723-5.0% | $2,757-6.2% |
| Participant deferral / active EE | $4,533 | $3,027+49.7% | $4,264+6.3% | $4,300+5.4% |
| Admin fee / account holder | $2,354 | $5,166-54.4% | $5,646-58.3% | $6,925-66.0% |