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 | $97,550-62.8% | $120,344-69.8% | $87,485-58.5% |
| Participation rate | 72.9% | 72.8%+0.1pp | 76.7%-3.8pp | 68.9%+4.0pp |
| Annual return | 20.74% | 18.41%+2.3pp | 20.30%+0.4pp | 26.06%-5.3pp |
| Employer contribution / active EE | $1,623 | $2,291-29.1% | $3,020-46.2% | $2,596-37.5% |
| Participant deferral / active EE | $3,182 | $4,230-24.8% | $5,135-38.0% | $4,274-25.6% |
| Admin fee / account holder | $2,058 | $9,543-78.4% | $12,742-83.8% | $7,775-73.5% |