Filed April 9, 2021
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,196 | $109,359-43.1% | $162,177-61.6% | $72,975-14.8% |
| Participation rate | 98.9% | 84.3%+14.6pp | 87.6%+11.3pp | 69.5%+29.4pp |
| Annual return | 21.93% | 25.46%-3.5pp | 115.60%-93.7pp | 81.01%-59.1pp |
| Employer contribution / active EE | $2,351 | $3,907-39.8% | $5,613-58.1% | $2,440-3.7% |
| Participant deferral / active EE | $3,654 | $5,481-33.3% | $7,297-49.9% | $3,608+1.3% |
| Admin fee / account holder | $3,199 | $7,972-59.9% | $10,843-70.5% | $5,124-37.6% |