Filed March 29, 2021
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,363 | $69,383-70.7% | $101,264-79.9% | $73,493-72.3% |
| Participation rate | 89.5% | 68.4%+21.1pp | 75.8%+13.7pp | 70.7%+18.8pp |
| Annual return | -7.83% | 18.46%-26.3pp | 46.48%-54.3pp | 28.51%-36.3pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,800 | $3,301-15.2% | $4,370-35.9% | $3,740-25.1% |
| Admin fee / account holder | $569 | $704-19.1% | $5,947-90.4% | $513+10.9% |