Filed June 14, 2023
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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 | $18,674 | $100,060-81.3% | $149,721-87.5% | $70,126-73.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 15.21% | 27.46%-12.3pp | 1501.67%-1486.5pp | 73.15%-57.9pp |
| Employer contribution / active EE | $1,801 | $3,661-50.8% | $5,444-66.9% | $2,343-23.1% |
| Participant deferral / active EE | $2,695 | $4,982-45.9% | $6,568-59.0% | $3,332-19.1% |
| Admin fee / account holder | $942 | $8,285-88.6% | $11,282-91.6% | $4,645-79.7% |