Filed January 1, 2021
Total covered: 2 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $121,916 | $54,357+124.3% | $82,706+47.4% | $68,495+78.0% |
| Participation rate | 76.5% | 63.9%+12.5pp | 72.6%+3.9pp | 67.9%+8.6pp |
| Annual return | -20.98% | -13.67%-7.3pp | 701.76%-722.7pp | -7.84%-13.1pp |
| Employer contribution / active EE | $9,235 | $2,218+316.3% | $3,007+207.1% | $2,596+255.7% |
| Participant deferral / active EE | $9,169 | $3,246+182.4% | $4,394+108.7% | $4,028+127.7% |
| Admin fee / account holder | $26,854 | $4,396+510.8% | $5,329+404.0% | $5,403+397.0% |