Filed July 28, 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 | $56,977 | $43,423+31.2% | $78,676-27.6% | $55,167+3.3% |
| Participation rate | 92.2% | 68.0%+24.2pp | 73.6%+18.7pp | 69.0%+23.2pp |
| Annual return | 9.99% | 11.53%-1.5pp | 62.19%-52.2pp | 169.23%-159.2pp |
| Employer contribution / active EE | $5,349 | $1,997+167.9% | $2,850+87.7% | $1,963+172.5% |
| Participant deferral / active EE | $5,074 | $2,509+102.2% | $3,517+44.3% | $3,054+66.1% |
| Admin fee / account holder | $5,230 | $416+1156.8% | $4,510+16.0% | $504+938.0% |