Filed August 15, 2023 (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 | $80,172 | $100,041-19.9% | $149,718-46.5% | $70,131+14.3% |
| Participation rate | 85.7% | 83.6%+2.1pp | 87.1%-1.4pp | 69.5%+16.2pp |
| Annual return | 15.56% | 27.43%-11.9pp | 1501.70%-1486.1pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,713 | $3,662-53.2% | $5,444-68.5% | $2,342-26.9% |
| Participant deferral / active EE | $3,296 | $4,983-33.8% | $6,568-49.8% | $3,332-1.1% |
| Admin fee / account holder | $2,657 | $8,286-67.9% | $11,283-76.4% | $4,645-42.8% |