Filed April 21, 2022
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $93,514 | $102,382-8.7% | $147,005-36.4% | $80,874+15.6% |
| Participation rate | 95.9% | 75.8%+20.1pp | 82.2%+13.8pp | 67.6%+28.3pp |
| Annual return | -8.12% | 134.89%-143.0pp | 418.76%-426.9pp | 35.62%-43.7pp |
| Employer contribution / active EE | $10,575 | $3,715+184.7% | $4,934+114.3% | $2,756+283.8% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,007 | $7,942-87.3% | $13,006-92.3% | $6,935-85.5% |