Filed January 26, 2022
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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 | $33,072 | $48,337-31.6% | $67,560-51.0% | $80,959-59.1% |
| Participation rate | 92.3% | 66.4%+25.9pp | 72.9%+19.4pp | 67.7%+24.6pp |
| Annual return | 15.70% | 18.26%-2.6pp | 3533.50%-3517.8pp | 35.67%-20.0pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,578 | $2,928+124.6% | $4,004+64.3% | $4,300+53.0% |
| Admin fee / account holder | $5,576 | $3,695+50.9% | $3,994+39.6% | $6,925-19.5% |