Filed March 7, 2023
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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 | $42,831 | $108,825-60.6% | $156,181-72.6% | $82,448-48.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 11.97% | 20.59%-8.6pp | 64.87%-52.9pp | 41.64%-29.7pp |
| Employer contribution / active EE | $3,455 | $2,870+20.4% | $4,294-19.5% | $2,551+35.5% |
| Participant deferral / active EE | $3,768 | $4,577-17.7% | $6,132-38.6% | $4,139-9.0% |
| Admin fee / account holder | $13,078 | $9,341+40.0% | $14,586-10.3% | $7,234+80.8% |