Filed December 22, 2022
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Employer 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,111 | $55,453-85.4% | $170,439-95.2% | $62,293-87.0% |
| Participation rate | 98.0% | 66.4%+31.6pp | 83.6%+14.4pp | 69.5%+28.5pp |
| Annual return | 27.42% | 21.38%+6.0pp | 205.94%-178.5pp | 28.90%-1.5pp |
| Employer contribution / active EE | $220 | $2,164-89.8% | $5,433-96.0% | $2,042-89.2% |
| Participant deferral / active EE | $1,102 | $2,303-52.1% | $4,939-77.7% | $3,169-65.2% |
| Admin fee / account holder | $418 | $455-8.2% | $13,881-97.0% | $479-12.8% |