Filed February 3, 2020
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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 | $119,676 | $94,529+26.6% | $140,019-14.5% | $64,181+86.5% |
| Participation rate | 85.4% | 84.1%+1.3pp | 87.5%-2.1pp | 69.6%+15.8pp |
| Annual return | -5.58% | 7.77%-13.4pp | 651.15%-656.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $5,161 | $3,812+35.4% | $5,605-7.9% | $2,381+116.8% |
| Participant deferral / active EE | $4,719 | $5,250-10.1% | $6,927-31.9% | $3,470+36.0% |
| Admin fee / account holder | $943 | $6,741-86.0% | $10,705-91.2% | $4,887-80.7% |