Filed April 9, 2021 (most recent of 2 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,437 | $65,092-94.7% | $143,799-97.6% | $66,938-94.9% |
| Participation rate | 85.0% | 65.2%+19.8pp | 80.3%+4.7pp | 69.8%+15.2pp |
| Annual return | -7.03% | -11.14%+4.1pp | -0.04%-7.0pp | 1.58%-8.6pp |
| Employer contribution / active EE | $486 | $2,362-79.4% | $4,952-90.2% | $2,545-80.9% |
| Participant deferral / active EE | $1,390 | $2,920-52.4% | $5,638-75.3% | $4,238-67.2% |
| Admin fee / account holder | $1,857 | $502+269.6% | $14,677-87.3% | $594+212.9% |