Filed May 4, 2023
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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 | $13,079 | $82,674-84.2% | $125,381-89.6% | $68,486-80.9% |
| Participation rate | 94.0% | 75.1%+18.9pp | 82.4%+11.6pp | 67.9%+26.1pp |
| Annual return | 202.97% | -5.97%+208.9pp | 572.31%-369.3pp | -7.85%+210.8pp |
| Employer contribution / active EE | $3,630 | $3,382+7.3% | $4,815-24.6% | $2,597+39.8% |
| Participant deferral / active EE | $6,832 | $6,111+11.8% | $7,448-8.3% | $4,028+69.6% |
| Admin fee / account holder | $440 | $6,277-93.0% | $10,007-95.6% | $5,404-91.9% |