Filed August 18, 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 | $26,949 | $56,171-52.0% | $108,745-75.2% | $55,167-51.2% |
| Participation rate | 88.7% | 70.7%+18.0pp | 77.7%+11.0pp | 69.0%+19.7pp |
| Annual return | 9.56% | 214.86%-205.3pp | 46.22%-36.7pp | 169.23%-159.7pp |
| Employer contribution / active EE | $2,187 | $2,153+1.6% | $3,323-34.2% | $1,963+11.4% |
| Participant deferral / active EE | $5,046 | $3,437+46.8% | $5,121-1.5% | $3,054+65.2% |
| Admin fee / account holder | $1,502 | $302+397.8% | $6,144-75.6% | $504+198.0% |