Filed December 29, 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 | $22,822 | $93,345-75.6% | $119,126-80.8% | $87,485-73.9% |
| Participation rate | 81.1% | 68.7%+12.4pp | 75.8%+5.4pp | 68.9%+12.2pp |
| Annual return | 17.08% | 19.08%-2.0pp | 282.11%-265.0pp | 26.06%-9.0pp |
| Employer contribution / active EE | $1,543 | $3,172-51.3% | $4,034-61.7% | $2,596-40.6% |
| Participant deferral / active EE | $3,565 | $4,099-13.0% | $5,318-33.0% | $4,274-16.6% |
| Admin fee / account holder | $632 | $8,039-92.1% | $10,693-94.1% | $7,775-91.9% |