Filed September 18, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,480 | $65,862+22.2% | $124,694-35.5% | $79,389+1.4% |
| Participation rate | 86.8% | 62.2%+24.6pp | 74.6%+12.2pp | 70.7%+16.1pp |
| Annual return | 14.77% | 19.02%-4.2pp | 5144.82%-5130.0pp | 116.89%-102.1pp |
| Employer contribution / active EE | $2,188 | $1,883+16.2% | $3,325-34.2% | $2,428-9.9% |
| Participant deferral / active EE | $5,392 | $2,772+94.5% | $4,615+16.8% | $4,046+33.3% |
| Admin fee / account holder | $10,896 | $673+1519.7% | $7,495+45.4% | $626+1639.5% |