Filed February 11, 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 | $54,818 | $82,674-33.7% | $125,363-56.3% | $68,495-20.0% |
| Participation rate | 96.6% | 75.0%+21.6pp | 82.4%+14.3pp | 67.9%+28.7pp |
| Annual return | 0.17% | -5.97%+6.1pp | 572.15%-572.0pp | -7.84%+8.0pp |
| Employer contribution / active EE | $10,295 | $3,382+204.4% | $4,815+113.8% | $2,596+296.5% |
| Participant deferral / active EE | $10,072 | $6,111+64.8% | $7,447+35.2% | $4,028+150.1% |
| Admin fee / account holder | $1,767 | $6,276-71.8% | $10,005-82.3% | $5,403-67.3% |