Filed October 20, 2021
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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 | $22,078 | $87,834-74.9% | $133,975-83.5% | $62,881-64.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 10.16% | 12.05%-1.9pp | 29.29%-19.1pp | 20.14%-10.0pp |
| Employer contribution / active EE | $2,814 | $3,482-19.2% | $5,211-46.0% | $2,281+23.4% |
| Participant deferral / active EE | $4,277 | $4,812-11.1% | $6,282-31.9% | $3,203+33.5% |
| Admin fee / account holder | $2,287 | $5,372-57.4% | $9,324-75.5% | $4,296-46.8% |