Filed April 27, 2022
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Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $169,524 | $102,385+65.6% | $147,080+15.3% | $80,935+109.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -9.54% | 135.09%-144.6pp | 420.17%-429.7pp | 35.66%-45.2pp |
| Employer contribution / active EE | $40,680 | $3,717+994.5% | $4,933+724.6% | $2,757+1375.7% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $13,054 | $7,951+64.2% | $12,989+0.5% | $6,924+88.5% |