Filed March 4, 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 | $129,694 | $128,603+0.8% | $197,124-34.2% | $67,986+90.8% |
| Participation rate | 73.1% | 81.7%-8.5pp | 86.7%-13.6pp | 57.2%+15.9pp |
| Annual return | 21.88% | 23.77%-1.9pp | 44.34%-22.5pp | 31.67%-9.8pp |
| Employer contribution / active EE | $4,857 | $4,379+10.9% | $6,227-22.0% | $2,019+140.6% |
| Participant deferral / active EE | $9,984 | $6,840+46.0% | $9,135+9.3% | $3,358+197.3% |
| Admin fee / account holder | $9,861 | $3,035+224.9% | $16,298-39.5% | $3,203+207.9% |