Filed February 27, 2023 (most recent of 2 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.)
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 | $85,846 | $89,739-4.3% | $149,721-42.7% | $62,293+37.8% |
| Participation rate | 89.4% | 85.1%+4.3pp | 87.1%+2.4pp | 69.5%+19.9pp |
| Annual return | 8.04% | 21.01%-13.0pp | 1501.67%-1493.6pp | 28.90%-20.9pp |
| Employer contribution / active EE | $1,832 | $3,233-43.3% | $5,444-66.4% | $2,042-10.3% |
| Participant deferral / active EE | $3,088 | $4,797-35.6% | $6,568-53.0% | $3,169-2.5% |
| Admin fee / account holder | $2,121 | $551+284.8% | $11,282-81.2% | $479+342.5% |