Filed October 11, 2021
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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 | $39,450 | $82,678-52.3% | $125,391-68.5% | $68,490-42.4% |
| Participation rate | 82.7% | 75.1%+7.6pp | 82.4%+0.3pp | 67.9%+14.8pp |
| Annual return | -17.08% | -5.97%-11.1pp | 572.41%-589.5pp | -7.85%-9.2pp |
| Employer contribution / active EE | $2,931 | $3,382-13.3% | $4,816-39.1% | $2,597+12.9% |
| Participant deferral / active EE | $7,340 | $6,111+20.1% | $7,448-1.5% | $4,028+82.2% |
| Admin fee / account holder | $5,390 | $6,277-14.1% | $10,009-46.2% | $5,403-0.2% |