Filed January 26, 2022
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,480 | $48,327-51.4% | $67,575-65.3% | $80,935-71.0% |
| Participation rate | 87.3% | 66.4%+20.9pp | 72.9%+14.4pp | 67.7%+19.7pp |
| Annual return | 12.98% | 18.31%-5.3pp | 3528.98%-3516.0pp | 35.66%-22.7pp |
| Employer contribution / active EE | $6,723 | $2,022+232.4% | $2,736+145.8% | $2,757+143.9% |
| Participant deferral / active EE | $33 | $2,927-98.9% | $4,003-99.2% | $4,299-99.2% |
| Admin fee / account holder | $1,576 | $3,692-57.3% | $3,993-60.5% | $6,924-77.2% |