Filed July 19, 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 | $88,823 | $138,393-35.8% | $184,256-51.8% | $80,959+9.7% |
| Participation rate | 95.4% | 83.9%+11.5pp | 86.8%+8.6pp | 67.7%+27.7pp |
| Annual return | 14.06% | 20.01%-6.0pp | 28.85%-14.8pp | 35.67%-21.6pp |
| Employer contribution / active EE | $3,282 | $4,847-32.3% | $6,427-48.9% | $2,757+19.0% |
| Participant deferral / active EE | $4,993 | $7,076-29.4% | $9,133-45.3% | $4,300+16.1% |
| Admin fee / account holder | $6,166 | $10,489-41.2% | $13,899-55.6% | $6,925-11.0% |