Filed February 8, 2023 (most recent of 3 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 | $44,909 | $100,041-55.1% | $149,718-70.0% | $70,131-36.0% |
| Participation rate | 96.8% | 83.6%+13.2pp | 87.1%+9.7pp | 69.5%+27.3pp |
| Annual return | 24.56% | 27.43%-2.9pp | 1501.67%-1477.1pp | 73.14%-48.6pp |
| Employer contribution / active EE | $2,381 | $3,662-35.0% | $5,445-56.3% | $2,342+1.6% |
| Participant deferral / active EE | $2,715 | $4,983-45.5% | $6,569-58.7% | $3,332-18.5% |
| Admin fee / account holder | $4,287 | $8,286-48.3% | $11,283-62.0% | $4,645-7.7% |