Filed January 26, 2023 (most recent of 3 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 | $126,710 | $71,480+77.3% | $90,782+39.6% | $64,173+97.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.6%+30.4pp |
| Annual return | -3.87% | -4.25%+0.4pp | -3.42%-0.4pp | 7.63%-11.5pp |
| Employer contribution / active EE | $4,132 | $3,415+21.0% | $4,105+0.7% | $2,381+73.6% |
| Participant deferral / active EE | $8,950 | $4,302+108.0% | $5,366+66.8% | $3,470+157.9% |
| Admin fee / account holder | $5,819 | $6,309-7.8% | $5,908-1.5% | $4,887+19.1% |