Filed December 13, 2019
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $92,793 | $101,672-8.7% | $147,117-36.9% | $74,478+24.6% |
| Participation rate | 57.6% | 75.5%-18.0pp | 82.2%-24.6pp | 67.2%-9.6pp |
| Annual return | 12.49% | 8757.83%-8745.3pp | 420.54%-408.1pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $2,237 | $3,813-41.3% | $4,932-54.6% | $2,626-14.8% |
| Participant deferral / active EE | $4,445 | $7,305-39.2% | $8,065-44.9% | $4,350+2.2% |
| Admin fee / account holder | $16,573 | $1,753+845.3% | $12,993+27.6% | $1,946+751.7% |