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 | $138,385-35.8% | $184,243-51.8% | $80,925+9.8% |
| Participation rate | 95.4% | 83.9%+11.5pp | 86.8%+8.6pp | 67.7%+27.7pp |
| Annual return | 14.06% | 20.02%-6.0pp | 28.82%-14.8pp | 35.65%-21.6pp |
| Employer contribution / active EE | $3,282 | $4,851-32.3% | $6,427-48.9% | $2,756+19.1% |
| Participant deferral / active EE | $4,993 | $7,075-29.4% | $9,132-45.3% | $4,299+16.2% |
| Admin fee / account holder | $6,166 | $10,489-41.2% | $13,914-55.7% | $6,940-11.2% |