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 | $114,712-62.7% | $173,730-75.3% | $87,485-51.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 11.97% | 20.18%-8.2pp | 19.96%-8.0pp | 26.06%-14.1pp |
| Employer contribution / active EE | $3,455 | $2,904+19.0% | $4,577-24.5% | $2,596+33.1% |
| Participant deferral / active EE | $3,768 | $4,642-18.8% | $6,326-40.4% | $4,274-11.8% |
| Admin fee / account holder | $13,078 | $10,210+28.1% | $17,523-25.4% | $7,775+68.2% |