Filed September 20, 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.)
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 | $28,350 | $43,075-34.2% | $74,577-62.0% | $62,881-54.9% |
| Participation rate | 95.7% | 58.1%+37.7pp | 68.1%+27.6pp | 69.3%+26.4pp |
| Annual return | -17.44% | 17.50%-34.9pp | 20.47%-37.9pp | 20.14%-37.6pp |
| Employer contribution / active EE | $11,081 | $1,498+639.9% | $2,525+338.8% | $2,281+385.8% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,718 | $2,840-39.5% | $4,138-58.5% | $4,296-60.0% |