Filed March 29, 2021
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $7,430 | $76,367-90.3% | $93,614-92.1% | $72,983-89.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 26.17% | 25.82%+0.3pp | 32.76%-6.6pp | 81.01%-54.8pp |
| Employer contribution / active EE | $1,385 | $2,275-39.1% | $2,718-49.1% | $2,440-43.3% |
| Participant deferral / active EE | $2,575 | $3,538-27.2% | $4,069-36.7% | $3,608-28.6% |
| Admin fee / account holder | $914 | $6,838-86.6% | $7,889-88.4% | $5,124-82.2% |