Filed May 11, 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.)
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 | $73,308 | $49,255+48.8% | $70,494+4.0% | $79,856-8.2% |
| Participation rate | 97.0% | 69.2%+27.8pp | 75.1%+21.9pp | 69.6%+27.3pp |
| Annual return | 14.08% | 30.10%-16.0pp | 109.16%-95.1pp | 31.71%-17.6pp |
| Employer contribution / active EE | $2,575 | $2,100+22.6% | $2,738-6.0% | $2,471+4.2% |
| Participant deferral / active EE | $9,216 | $2,768+232.9% | $3,711+148.4% | $3,741+146.4% |
| Admin fee / account holder | $5,300 | $2,879+84.1% | $3,848+37.7% | $5,306-0.1% |