Filed December 14, 2021 (most recent of 4 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,708 | $110,258+42.1% | $102,460+52.9% | $200,096-21.7% |
| Participation rate | 95.2% | 86.3%+8.9pp | 76.5%+18.7pp | 72.0%+23.2pp |
| Annual return | -5.59% | 35.78%-41.4pp | 29.47%-35.1pp | 34.26%-39.9pp |
| Employer contribution / active EE | $3,278 | $3,605-9.1% | $3,025+8.3% | $3,038+7.9% |
| Participant deferral / active EE | $11,420 | $6,377+79.1% | $5,056+125.9% | $5,090+124.4% |
| Admin fee / account holder | $318 | $122+159.7% | $9,460-96.6% | $269+17.9% |