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 | $142,972-45.3% | $214,702-63.6% | $86,983-10.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 17.27% | 18.49%-1.2pp | 54.55%-37.3pp | 25.83%-8.6pp |
| Employer contribution / active EE | $3,079 | $4,635-33.6% | $6,461-52.3% | $2,584+19.1% |
| Participant deferral / active EE | $5,875 | $6,568-10.6% | $9,147-35.8% | $4,194+40.1% |
| Admin fee / account holder | $2,719 | $17,617-84.6% | $19,830-86.3% | $7,856-65.4% |