Filed January 26, 2023 (most recent of 3 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,792 | $86,294-79.4% | $111,303-84.0% | $85,856-79.3% |
| Participation rate | 97.4% | 73.3%+24.1pp | 77.3%+20.1pp | 69.3%+28.1pp |
| Annual return | 57.69% | 19.99%+37.7pp | 54.66%+3.0pp | 318.58%-260.9pp |
| Employer contribution / active EE | $2,649 | $2,043+29.6% | $2,731-3.0% | $2,565+3.3% |
| Participant deferral / active EE | $3,588 | $3,641-1.5% | $4,487-20.0% | $3,952-9.2% |
| Admin fee / account holder | $1,050 | $8,189-87.2% | $7,966-86.8% | $6,261-83.2% |