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 | $66,748 | $49,255+35.5% | $70,494-5.3% | $79,856-16.4% |
| Participation rate | 80.6% | 69.2%+11.5pp | 75.1%+5.6pp | 69.6%+11.0pp |
| Annual return | 15.65% | 30.10%-14.5pp | 109.16%-93.5pp | 31.71%-16.1pp |
| Employer contribution / active EE | $4,643 | $2,100+121.1% | $2,738+69.6% | $2,471+87.9% |
| Participant deferral / active EE | $6,265 | $2,768+126.3% | $3,711+68.9% | $3,741+67.5% |
| Admin fee / account holder | $989 | $2,879-65.7% | $3,848-74.3% | $5,306-81.4% |