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 | $96,731-70.0% | $123,973-76.6% | $86,983-66.6% |
| Participation rate | 87.1% | 70.0%+17.1pp | 76.7%+10.4pp | 69.5%+17.6pp |
| Annual return | 6.36% | 17.33%-11.0pp | 388.13%-381.8pp | 25.83%-19.5pp |
| Employer contribution / active EE | $2,339 | $3,297-29.1% | $4,126-43.3% | $2,584-9.5% |
| Participant deferral / active EE | $2,825 | $4,152-32.0% | $5,247-46.2% | $4,194-32.6% |
| Admin fee / account holder | $6,808 | $8,722-22.0% | $11,799-42.3% | $7,856-13.3% |