Filed April 5, 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 | $39,447 | $39,132+0.8% | $57,196-31.0% | $62,881-37.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 7.43% | 9.24%-1.8pp | 14.59%-7.2pp | 20.14%-12.7pp |
| Employer contribution / active EE | $4,333 | $1,874+131.2% | $2,683+61.5% | $2,281+90.0% |
| Participant deferral / active EE | $6,085 | $2,374+156.3% | $3,096+96.5% | $3,203+90.0% |
| Admin fee / account holder | $633 | $2,594-75.6% | $3,141-79.8% | $4,296-85.3% |