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 | $12,812 | $73,009-82.5% | $90,756-85.9% | $68,495-81.3% |
| Participation rate | 98.6% | 70.8%+27.8pp | 75.7%+23.0pp | 67.9%+30.8pp |
| Annual return | -18.20% | -13.81%-4.4pp | -12.16%-6.0pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,574 | $2,193-28.2% | $2,922-46.1% | $2,596-39.4% |
| Participant deferral / active EE | $2,937 | $3,626-19.0% | $4,565-35.7% | $4,028-27.1% |
| Admin fee / account holder | $609 | $5,896-89.7% | $8,445-92.8% | $5,403-88.7% |