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 | $58,241-7.9% | $81,780-34.4% | $80,911-33.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 16.15% | 41.73%-25.6pp | 776.27%-760.1pp | 35.63%-19.5pp |
| Employer contribution / active EE | $4,571 | $2,343+95.1% | $2,914+56.9% | $2,756+65.9% |
| Participant deferral / active EE | $5,673 | $3,283+72.8% | $4,321+31.3% | $4,297+32.0% |
| Admin fee / account holder | $491 | $4,973-90.1% | $7,384-93.3% | $6,935-92.9% |