Filed April 21, 2021 (most recent of 7 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.)
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 | $111,579 | $47,848+133.2% | $81,473+37.0% | $70,126+59.1% |
| Participation rate | 91.2% | 58.3%+32.9pp | 68.0%+23.3pp | 69.5%+21.7pp |
| Annual return | 20.52% | 27.25%-6.7pp | 38.78%-18.3pp | 73.15%-52.6pp |
| Employer contribution / active EE | $2,983 | $1,527+95.3% | $2,568+16.2% | $2,343+27.3% |
| Participant deferral / active EE | $5,404 | $2,453+120.3% | $3,537+52.8% | $3,332+62.2% |
| Admin fee / account holder | $7,517 | $3,145+139.0% | $4,561+64.8% | $4,645+61.8% |