Filed December 2, 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 | $90,855 | $138,386-34.3% | $184,260-50.7% | $80,935+12.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 9.33% | 20.02%-10.7pp | 28.84%-19.5pp | 35.66%-26.3pp |
| Employer contribution / active EE | $4,211 | $4,851-13.2% | $6,427-34.5% | $2,757+52.7% |
| Participant deferral / active EE | $5,824 | $7,076-17.7% | $9,133-36.2% | $4,299+35.5% |
| Admin fee / account holder | $9,185 | $10,489-12.4% | $13,898-33.9% | $6,924+32.6% |