Filed March 8, 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 | $132,312 | $89,367+48.1% | $141,191-6.3% | $72,975+81.3% |
| Participation rate | 84.3% | 75.1%+9.2pp | 82.5%+1.9pp | 69.5%+14.8pp |
| Annual return | 24.07% | 111.87%-87.8pp | 71.41%-47.3pp | 81.01%-56.9pp |
| Employer contribution / active EE | $1,535 | $3,115-50.7% | $4,736-67.6% | $2,440-37.1% |
| Participant deferral / active EE | $5,633 | $5,419+4.0% | $6,710-16.0% | $3,608+56.1% |
| Admin fee / account holder | $2,842 | $5,957-52.3% | $10,264-72.3% | $5,124-44.5% |