Filed August 24, 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 | $37,578 | $58,320-35.6% | $86,451-56.5% | $66,949-43.9% |
| Participation rate | 72.1% | 78.6%-6.5pp | 80.3%-8.3pp | 69.8%+2.2pp |
| Annual return | 7.47% | -9.71%+17.2pp | 4398.51%-4391.0pp | 1.57%+5.9pp |
| Employer contribution / active EE | $1,068 | $2,615-59.2% | $3,770-71.7% | $2,545-58.0% |
| Participant deferral / active EE | $5,093 | $6,899-26.2% | $6,953-26.8% | $4,239+20.1% |
| Admin fee / account holder | $25,741 | $546+4615.6% | $6,734+282.2% | $594+4236.6% |