Filed August 26, 2022
Total covered: 2 employees
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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 | $13,421 | $49,239-72.7% | $70,462-81.0% | $79,858-83.2% |
| Participation rate | 86.3% | 69.2%+17.1pp | 75.1%+11.3pp | 69.6%+16.7pp |
| Annual return | 22.60% | 30.08%-7.5pp | 109.08%-86.5pp | 31.72%-9.1pp |
| Employer contribution / active EE | $776 | $2,100-63.1% | $2,737-71.7% | $2,471-68.6% |
| Participant deferral / active EE | $2,289 | $2,769-17.3% | $3,710-38.3% | $3,740-38.8% |
| Admin fee / account holder | $421 | $2,876-85.4% | $3,845-89.0% | $5,306-92.1% |