Filed March 13, 2021
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,454 | $53,774+8.7% | $134,162-56.4% | $79,856-26.8% |
| Participation rate | 94.3% | 58.8%+35.5pp | 72.2%+22.1pp | 69.6%+24.7pp |
| Annual return | 9.34% | 19.01%-9.7pp | 36.35%-27.0pp | 31.71%-22.4pp |
| Employer contribution / active EE | $2,797 | $1,322+111.6% | $3,705-24.5% | $2,471+13.2% |
| Participant deferral / active EE | $1,933 | $2,420-20.1% | $3,500-44.8% | $3,741-48.3% |
| Admin fee / account holder | $5,964 | $3,985+49.7% | $6,685-10.8% | $5,306+12.4% |