Filed March 17, 2020 (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.)
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 | $75,620 | $46,534+62.5% | $64,097+18.0% | $75,177+0.6% |
| Participation rate | 94.4% | 65.9%+28.5pp | 72.3%+22.1pp | 67.2%+27.2pp |
| Annual return | 9.84% | 26.07%-16.2pp | 33.75%-23.9pp | 160.75%-150.9pp |
| Employer contribution / active EE | $8,781 | $1,976+344.4% | $2,750+219.3% | $2,671+228.8% |
| Participant deferral / active EE | $3,647 | $2,835+28.7% | $3,881-6.0% | $4,126-11.6% |
| Admin fee / account holder | $15,404 | $2,957+421.0% | $3,070+401.8% | $5,651+172.6% |