Filed November 17, 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 | $29,012 | $89,259-67.5% | $107,187-72.9% | $82,637-64.9% |
| Participation rate | 87.1% | 67.9%+19.2pp | 75.0%+12.1pp | 68.1%+19.0pp |
| Annual return | 6.36% | 21.02%-14.7pp | 204.55%-198.2pp | 53.51%-47.1pp |
| Employer contribution / active EE | $2,339 | $3,080-24.1% | $3,782-38.2% | $2,552-8.3% |
| Participant deferral / active EE | $2,825 | $4,037-30.0% | $5,096-44.6% | $4,126-31.5% |
| Admin fee / account holder | $6,808 | $7,381-7.8% | $9,162-25.7% | $7,339-7.2% |