Filed November 22, 2019 (most recent of 5 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 | $43,249 | $109,359-60.5% | $162,185-73.3% | $72,976-40.7% |
| Participation rate | 93.4% | 84.3%+9.2pp | 87.6%+5.9pp | 69.5%+23.9pp |
| Annual return | 21.35% | 25.46%-4.1pp | 115.61%-94.3pp | 81.02%-59.7pp |
| Employer contribution / active EE | $2,237 | $3,907-42.8% | $5,613-60.2% | $2,440-8.3% |
| Participant deferral / active EE | $3,496 | $5,481-36.2% | $7,297-52.1% | $3,608-3.1% |
| Admin fee / account holder | $925 | $7,972-88.4% | $10,844-91.5% | $5,124-81.9% |