Filed December 21, 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 | $43,154 | $74,089-41.8% | $133,975-67.8% | $55,167-21.8% |
| Participation rate | 90.4% | 84.3%+6.1pp | 87.1%+3.3pp | 69.0%+21.4pp |
| Annual return | 33.63% | 12.11%+21.5pp | 29.29%+4.3pp | 169.23%-135.6pp |
| Employer contribution / active EE | $1,878 | $3,064-38.7% | $5,211-64.0% | $1,963-4.3% |
| Participant deferral / active EE | $2,546 | $4,678-45.6% | $6,282-59.5% | $3,054-16.6% |
| Admin fee / account holder | $9,974 | $458+2076.9% | $9,324+7.0% | $504+1879.3% |