Filed December 27, 2021
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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 | $27,446 | $54,763-49.9% | $90,324-69.6% | $72,976-62.4% |
| Participation rate | 79.0% | 65.2%+13.9pp | 73.3%+5.7pp | 69.5%+9.5pp |
| Annual return | 20.55% | 30.63%-10.1pp | 78.15%-57.6pp | 81.02%-60.5pp |
| Employer contribution / active EE | $1,198 | $2,093-42.7% | $2,856-58.0% | $2,440-50.9% |
| Participant deferral / active EE | $2,435 | $2,887-15.7% | $3,885-37.3% | $3,608-32.5% |
| Admin fee / account holder | $7,893 | $3,973+98.6% | $5,356+47.4% | $5,124+54.0% |