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.)
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 | $34,119 | $48,337-29.4% | $67,560-49.5% | $80,959-57.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 20.49% | 18.26%+2.2pp | 3533.50%-3513.0pp | 35.67%-15.2pp |
| Employer contribution / active EE | $2,863 | $2,023+41.5% | $2,737+4.6% | $2,757+3.8% |
| Participant deferral / active EE | $3,790 | $2,928+29.4% | $4,004-5.4% | $4,300-11.9% |
| Admin fee / account holder | $905 | $3,695-75.5% | $3,994-77.3% | $6,925-86.9% |