Filed November 30, 2022 (most recent of 2 filings on file)
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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 | $45,895 | $75,959-39.6% | $154,114-70.2% | $64,181-28.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.45% | 30.32%-36.8pp | 735.16%-741.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $6,264 | $3,350+87.0% | $5,298+18.2% | $2,381+163.1% |
| Participant deferral / active EE | $5,398 | $3,175+70.0% | $5,081+6.3% | $3,470+55.6% |
| Admin fee / account holder | $4,602 | $5,589-17.7% | $13,411-65.7% | $4,887-5.8% |