Filed April 15, 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 | $46,869 | $94,529-50.4% | $140,019-66.5% | $64,173-27.0% |
| Participation rate | 86.1% | 84.1%+2.0pp | 87.5%-1.4pp | 69.6%+16.5pp |
| Annual return | -6.73% | 7.77%-14.5pp | 651.15%-657.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,607 | $3,812-57.9% | $5,605-71.3% | $2,381-32.5% |
| Participant deferral / active EE | $3,539 | $5,250-32.6% | $6,927-48.9% | $3,470+2.0% |
| Admin fee / account holder | $2,134 | $6,741-68.3% | $10,705-80.1% | $4,887-56.3% |