Filed July 5, 2022 (most recent of 5 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 | $111,975 | $87,834+27.5% | $133,975-16.4% | $62,881+78.1% |
| Participation rate | 84.6% | 83.4%+1.2pp | 87.1%-2.4pp | 69.3%+15.3pp |
| Annual return | 12.46% | 12.05%+0.4pp | 29.29%-16.8pp | 20.14%-7.7pp |
| Employer contribution / active EE | $1,918 | $3,482-44.9% | $5,211-63.2% | $2,281-15.9% |
| Participant deferral / active EE | $4,549 | $4,812-5.5% | $6,282-27.6% | $3,203+42.0% |
| Admin fee / account holder | $7,697 | $5,372+43.3% | $9,324-17.5% | $4,296+79.2% |