Filed February 10, 2021 (most recent of 2 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,782 | $94,529-42.0% | $140,019-60.9% | $64,173-14.6% |
| Participation rate | 88.8% | 84.1%+4.7pp | 87.5%+1.3pp | 69.6%+19.2pp |
| Annual return | -5.41% | 7.77%-13.2pp | 651.17%-656.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $4,112 | $3,812+7.9% | $5,605-26.6% | $2,381+72.7% |
| Participant deferral / active EE | $2,218 | $5,250-57.8% | $6,927-68.0% | $3,470-36.1% |
| Admin fee / account holder | $4,413 | $6,741-34.5% | $10,705-58.8% | $4,887-9.7% |