Filed December 30, 2022 (most recent of 2 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $104,429 | $63,861+63.5% | $104,625-0.2% | $79,852+30.8% |
| Participation rate | 98.9% | 64.9%+33.9pp | 74.1%+24.8pp | 69.6%+29.2pp |
| Annual return | 26.29% | 21.30%+5.0pp | 340.60%-314.3pp | 31.72%-5.4pp |
| Employer contribution / active EE | $2,174 | $1,588+36.8% | $2,681-18.9% | $2,471-12.0% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,738-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,839 | $4,185-56.1% | $6,465-71.6% | $5,306-65.3% |