Filed August 31, 2021 (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 | $80,406 | $123,793-35.0% | $177,840-54.8% | $79,852+0.7% |
| Participation rate | 89.5% | 84.7%+4.8pp | 87.7%+1.8pp | 69.6%+19.8pp |
| Annual return | 16.93% | 22.82%-5.9pp | 48.32%-31.4pp | 31.72%-14.8pp |
| Employer contribution / active EE | $3,907 | $4,095-4.6% | $5,919-34.0% | $2,471+58.1% |
| Participant deferral / active EE | $6,881 | $5,956+15.5% | $7,714-10.8% | $3,740+84.0% |
| Admin fee / account holder | $4,231 | $7,243-41.6% | $12,431-66.0% | $5,306-20.3% |