Filed October 15, 2020
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,059 | $74,089-63.5% | $133,975-79.8% | $55,167-51.0% |
| Participation rate | 87.6% | 84.3%+3.3pp | 87.1%+0.5pp | 69.0%+18.6pp |
| Annual return | 14.34% | 12.11%+2.2pp | 29.29%-15.0pp | 169.23%-154.9pp |
| Employer contribution / active EE | $2,536 | $3,064-17.2% | $5,211-51.3% | $1,963+29.2% |
| Participant deferral / active EE | $4,448 | $4,678-4.9% | $6,282-29.2% | $3,054+45.6% |
| Admin fee / account holder | $1,312 | $458+186.4% | $9,324-85.9% | $504+160.4% |