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 | $102,429-8.7% | $147,096-36.4% | $80,925+15.6% |
| Participation rate | 95.9% | 75.9%+20.1pp | 82.2%+13.8pp | 67.7%+28.3pp |
| Annual return | -8.12% | 135.02%-143.1pp | 419.75%-427.9pp | 35.65%-43.8pp |
| Employer contribution / active EE | $10,575 | $3,716+184.6% | $4,936+114.3% | $2,756+283.7% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,007 | $7,957-87.3% | $13,005-92.3% | $6,940-85.5% |