Filed December 8, 2020
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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 | $79,020 | $57,330+37.8% | $86,656-8.8% | $75,177+5.1% |
| Participation rate | 91.1% | 63.2%+27.9pp | 71.7%+19.4pp | 67.2%+23.9pp |
| Annual return | 12.91% | 2675.40%-2662.5pp | 593.09%-580.2pp | 160.75%-147.8pp |
| Employer contribution / active EE | $6,575 | $2,316+183.8% | $3,025+117.3% | $2,671+146.1% |
| Participant deferral / active EE | $4,625 | $3,320+39.3% | $4,439+4.2% | $4,126+12.1% |
| Admin fee / account holder | $5,510 | $4,115+33.9% | $5,619-1.9% | $5,651-2.5% |