Filed November 1, 2023 (most recent of 2 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,228 | $77,638-81.7% | $156,551-90.9% | $62,881-77.4% |
| Participation rate | 92.3% | 71.2%+21.1pp | 84.0%+8.3pp | 69.3%+23.0pp |
| Annual return | 7.35% | 50.33%-43.0pp | 32.23%-24.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,165 | $3,046+36.8% | $4,871-14.5% | $3,203+30.0% |
| Admin fee / account holder | $2,391 | $5,561-57.0% | $13,028-81.6% | $4,296-44.3% |