Filed December 22, 2021 (most recent of 4 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 | $47,359 | $137,414-65.5% | $189,545-75.0% | $85,851-44.8% |
| Participation rate | 98.1% | 84.6%+13.5pp | 87.8%+10.3pp | 69.3%+28.8pp |
| Annual return | 19.97% | 38.14%-18.2pp | 555.36%-535.4pp | 318.63%-298.7pp |
| Employer contribution / active EE | $6,170 | $4,344+42.0% | $6,162+0.1% | $2,565+140.5% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,132 | $8,630-75.3% | $12,049-82.3% | $6,261-65.9% |