Filed June 16, 2020 (most recent of 2 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 | $76,506 | $109,359-30.0% | $162,185-52.8% | $72,976+4.8% |
| Participation rate | 80.3% | 84.3%-4.0pp | 87.6%-7.3pp | 69.5%+10.8pp |
| Annual return | 21.72% | 25.46%-3.7pp | 115.61%-93.9pp | 81.02%-59.3pp |
| Employer contribution / active EE | $2,235 | $3,907-42.8% | $5,613-60.2% | $2,440-8.4% |
| Participant deferral / active EE | $5,120 | $5,481-6.6% | $7,297-29.8% | $3,608+41.9% |
| Admin fee / account holder | $2,668 | $7,972-66.5% | $10,844-75.4% | $5,124-47.9% |