Filed August 29, 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 | $37,772 | $125,797-70.0% | $170,057-77.8% | $75,177-49.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 15.36% | 27.20%-11.8pp | 53.42%-38.1pp | 160.75%-145.4pp |
| Employer contribution / active EE | $6,106 | $4,616+32.3% | $6,790-10.1% | $2,671+128.6% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,928 | $8,177-39.7% | $12,826-61.6% | $5,651-12.8% |