Filed November 23, 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.)
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 | $53,274 | $57,305-7.0% | $86,640-38.5% | $75,173-29.1% |
| Participation rate | 88.8% | 63.2%+25.5pp | 71.7%+17.0pp | 67.2%+21.5pp |
| Annual return | 12.77% | 2674.24%-2661.5pp | 592.52%-579.7pp | 160.72%-147.9pp |
| Employer contribution / active EE | $4,543 | $2,316+96.1% | $3,024+50.2% | $2,671+70.1% |
| Participant deferral / active EE | $5,931 | $3,320+78.7% | $4,438+33.6% | $4,126+43.7% |
| Admin fee / account holder | $4,019 | $4,116-2.3% | $5,616-28.4% | $5,651-28.9% |