Filed March 8, 2022
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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 | $79,165 | $79,961-1.0% | $98,462-19.6% | $75,177+5.3% |
| Participation rate | 97.8% | 70.4%+27.4pp | 75.2%+22.6pp | 67.2%+30.5pp |
| Annual return | 27.57% | 19.75%+7.8pp | 21.17%+6.4pp | 160.75%-133.2pp |
| Employer contribution / active EE | $5,995 | $2,264+164.8% | $3,049+96.6% | $2,671+124.4% |
| Participant deferral / active EE | $11,970 | $3,753+219.0% | $4,738+152.6% | $4,126+190.1% |
| Admin fee / account holder | $5,738 | $6,842-16.1% | $8,875-35.3% | $5,651+1.5% |