Filed August 8, 2023
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $54,053 | $86,655-37.6% | $119,622-54.8% | $66,938-19.2% |
| Participation rate | 88.6% | 75.6%+13.1pp | 79.3%+9.4pp | 69.8%+18.8pp |
| Annual return | -8.94% | -8.00%-0.9pp | -14.98%+6.0pp | 1.58%-10.5pp |
| Employer contribution / active EE | $1,590 | $2,536-37.3% | $4,232-62.4% | $2,545-37.5% |
| Participant deferral / active EE | $3,354 | $4,358-23.0% | $5,601-40.1% | $4,238-20.9% |
| Admin fee / account holder | $6,858 | $755+808.7% | $10,328-33.6% | $594+1055.5% |