Filed November 30, 2022
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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 | $79,779 | $72,404+10.2% | $110,243-27.6% | $64,173+24.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.36% | -6.29%-0.1pp | 314.76%-321.1pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,921 | $2,282-15.8% | $3,827-49.8% | $2,381-19.3% |
| Participant deferral / active EE | $4,326 | $3,469+24.7% | $4,672-7.4% | $3,470+24.7% |
| Admin fee / account holder | $2,614 | $5,664-53.8% | $8,548-69.4% | $4,887-46.5% |