Filed June 29, 2023 (most recent of 4 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 | $52,660 | $79,523-33.8% | $140,019-62.4% | $56,289-6.4% |
| Participation rate | 86.3% | 85.7%+0.6pp | 87.5%-1.2pp | 69.9%+16.4pp |
| Annual return | -0.94% | 2.39%-3.3pp | 651.17%-652.1pp | -9.96%+9.0pp |
| Employer contribution / active EE | $1,974 | $3,350-41.1% | $5,605-64.8% | $2,111-6.5% |
| Participant deferral / active EE | $3,516 | $5,129-31.4% | $6,927-49.2% | $3,350+5.0% |
| Admin fee / account holder | $302 | $614-50.8% | $10,705-97.2% | $521-42.0% |