Filed September 9, 2022
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,311 | $56,894-62.5% | $84,753-74.9% | $62,881-66.1% |
| Participation rate | 92.3% | 68.5%+23.8pp | 76.6%+15.7pp | 69.3%+23.0pp |
| Annual return | 3.71% | 6.30%-2.6pp | 22.78%-19.1pp | 20.14%-16.4pp |
| Employer contribution / active EE | $2,404 | $2,400+0.2% | $3,574-32.7% | $2,281+5.4% |
| Participant deferral / active EE | $845 | $2,709-68.8% | $3,712-77.2% | $3,203-73.6% |
| Admin fee / account holder | $1,861 | $3,581-48.0% | $5,333-65.1% | $4,296-56.7% |