Filed April 22, 2020 (most recent of 2 filings on file)
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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 | $36,319 | $95,453-62.0% | $112,040-67.6% | $82,448-55.9% |
| Participation rate | 72.9% | 72.8%+0.2pp | 76.5%-3.6pp | 68.1%+4.8pp |
| Annual return | 20.74% | 23.92%-3.2pp | 24.52%-3.8pp | 41.64%-20.9pp |
| Employer contribution / active EE | $1,623 | $2,318-30.0% | $2,954-45.0% | $2,551-36.4% |
| Participant deferral / active EE | $3,182 | $4,224-24.7% | $5,098-37.6% | $4,139-23.1% |
| Admin fee / account holder | $2,058 | $9,013-77.2% | $12,098-83.0% | $7,234-71.6% |