Filed February 12, 2021
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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.)
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 | $54,680 | $80,763-32.3% | $102,412-46.6% | $74,459-26.6% |
| Participation rate | 57.1% | 65.7%-8.5pp | 74.5%-17.4pp | 67.2%-10.1pp |
| Annual return | 15.49% | 27.57%-12.1pp | 24.94%-9.5pp | 1369.70%-1354.2pp |
| Employer contribution / active EE | $2,636 | $3,160-16.6% | $3,870-31.9% | $2,626+0.4% |
| Participant deferral / active EE | $4,677 | $3,862+21.1% | $5,060-7.6% | $4,350+7.5% |
| Admin fee / account holder | $2,099 | $2,371-11.5% | $8,388-75.0% | $1,945+7.9% |