Filed July 21, 2021 (most recent of 2 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.)
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 | $21,902 | $73,988-70.4% | $96,538-77.3% | $75,177-70.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 30.59% | 26.73%+3.9pp | 35.74%-5.1pp | 160.75%-130.2pp |
| Employer contribution / active EE | $2,758 | $2,930-5.9% | $3,740-26.3% | $2,671+3.3% |
| Participant deferral / active EE | $4,173 | $3,660+14.0% | $4,880-14.5% | $4,126+1.1% |
| Admin fee / account holder | $1,027 | $5,220-80.3% | $6,737-84.8% | $5,651-81.8% |