Filed June 9, 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 | $72,916 | $57,140+27.6% | $85,240-14.5% | $80,959-9.9% |
| Participation rate | 82.7% | 56.4%+26.3pp | 67.5%+15.1pp | 67.7%+15.0pp |
| Annual return | 16.85% | 21.71%-4.9pp | 66.75%-49.9pp | 35.67%-18.8pp |
| Employer contribution / active EE | $1,797 | $1,802-0.3% | $2,735-34.3% | $2,757-34.8% |
| Participant deferral / active EE | $9,548 | $3,115+206.5% | $4,527+110.9% | $4,300+122.0% |
| Admin fee / account holder | $5,803 | $4,992+16.3% | $6,165-5.9% | $6,925-16.2% |