Filed December 30, 2022 (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 | $129,676 | $38,969+232.8% | $109,313+18.6% | $55,167+135.1% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.3%+28.7pp | 69.0%+31.0pp |
| Annual return | 6.18% | 8.26%-2.1pp | 22.07%-15.9pp | 169.23%-163.1pp |
| Employer contribution / active EE | $5,814 | $1,227+374.0% | $3,892+49.4% | $1,963+196.3% |
| Participant deferral / active EE | $1,332 | $2,176-38.8% | $3,166-57.9% | $3,054-56.4% |
| Admin fee / account holder | $1,558 | $501+211.0% | $5,666-72.5% | $504+209.2% |