Filed September 26, 2022 (most recent of 3 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,603 | $94,529-76.1% | $140,019-83.9% | $64,181-64.8% |
| Participation rate | 98.8% | 84.1%+14.7pp | 87.5%+11.3pp | 69.6%+29.2pp |
| Annual return | 1.64% | 7.77%-6.1pp | 651.15%-649.5pp | 7.63%-6.0pp |
| Employer contribution / active EE | $2,946 | $3,812-22.7% | $5,605-47.4% | $2,381+23.7% |
| Participant deferral / active EE | $4,353 | $5,250-17.1% | $6,927-37.2% | $3,470+25.5% |
| Admin fee / account holder | $6,313 | $6,741-6.3% | $10,705-41.0% | $4,887+29.2% |