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 | $101,539-8.6% | $147,041-36.9% | $74,400+24.7% |
| Participation rate | 57.6% | 75.5%-17.9pp | 82.2%-24.6pp | 67.2%-9.6pp |
| Annual return | 12.49% | 8740.84%-8728.4pp | 419.21%-406.7pp | 1367.51%-1355.0pp |
| Employer contribution / active EE | $2,237 | $3,811-41.3% | $4,935-54.7% | $2,624-14.8% |
| Participant deferral / active EE | $4,445 | $7,304-39.1% | $8,071-44.9% | $4,348+2.2% |
| Admin fee / account holder | $16,573 | $1,749+847.4% | $13,006+27.4% | $1,944+752.7% |