Filed September 14, 2021 (most recent of 2 filings on file)
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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 | $78,232 | $143,969-45.7% | $199,883-60.9% | $82,637-5.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 17.27% | 25.67%-8.4pp | 43.81%-26.5pp | 53.51%-36.2pp |
| Employer contribution / active EE | $3,079 | $4,632-33.5% | $6,261-50.8% | $2,552+20.6% |
| Participant deferral / active EE | $5,875 | $6,937-15.3% | $9,138-35.7% | $4,126+42.4% |
| Admin fee / account holder | $2,719 | $14,597-81.4% | $17,268-84.3% | $7,339-63.0% |