Filed January 31, 2020
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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,630 | $58,311-8.0% | $81,882-34.5% | $80,959-33.8% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 16.15% | 41.85%-25.7pp | 779.47%-763.3pp | 35.67%-19.5pp |
| Employer contribution / active EE | $4,571 | $2,347+94.8% | $2,916+56.7% | $2,757+65.8% |
| Participant deferral / active EE | $5,673 | $3,287+72.6% | $4,323+31.2% | $4,300+31.9% |
| Admin fee / account holder | $491 | $4,752-89.7% | $7,360-93.3% | $6,925-92.9% |