Filed June 29, 2020 (most recent of 4 filings on file)
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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 | $20,529 | $94,529-78.3% | $140,019-85.3% | $64,173-68.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 13.24% | 7.77%+5.5pp | 651.17%-637.9pp | 7.63%+5.6pp |
| Employer contribution / active EE | $2,038 | $3,812-46.5% | $5,605-63.6% | $2,381-14.4% |
| Participant deferral / active EE | $2,871 | $5,250-45.3% | $6,927-58.5% | $3,470-17.2% |
| Admin fee / account holder | $3,727 | $6,741-44.7% | $10,705-65.2% | $4,887-23.7% |