Filed April 15, 2021
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,304 | $136,307-53.6% | $177,840-64.4% | $73,493-13.9% |
| Participation rate | 81.2% | 86.1%-4.9pp | 87.7%-6.5pp | 70.7%+10.5pp |
| Annual return | 14.31% | 18.68%-4.4pp | 48.32%-34.0pp | 28.51%-14.2pp |
| Employer contribution / active EE | $1 | $3,712-100.0% | $5,919-100.0% | $2,270-99.9% |
| Participant deferral / active EE | $3,537 | $5,829-39.3% | $7,714-54.1% | $3,740-5.4% |
| Admin fee / account holder | $2,190 | $596+267.8% | $12,431-82.4% | $513+326.9% |