Filed October 18, 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 | $88,914 | $71,215+24.9% | $93,696-5.1% | $80,935+9.9% |
| Participation rate | 96.8% | 60.4%+36.4pp | 68.7%+28.1pp | 67.7%+29.2pp |
| Annual return | 14.24% | 11.27%+3.0pp | 133.74%-119.5pp | 35.66%-21.4pp |
| Employer contribution / active EE | $3,630 | $1,565+131.9% | $2,422+49.9% | $2,757+31.7% |
| Participant deferral / active EE | $7,037 | $4,037+74.3% | $4,417+59.3% | $4,299+63.7% |
| Admin fee / account holder | $1,219 | $6,958-82.5% | $8,287-85.3% | $6,924-82.4% |