Filed July 18, 2022 (most recent of 3 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,842 | $138,393-69.0% | $184,256-76.7% | $80,959-47.1% |
| Participation rate | 83.1% | 83.9%-0.8pp | 86.8%-3.7pp | 67.7%+15.4pp |
| Annual return | 12.18% | 20.01%-7.8pp | 28.85%-16.7pp | 35.67%-23.5pp |
| Employer contribution / active EE | $1,918 | $4,847-60.4% | $6,427-70.2% | $2,757-30.4% |
| Participant deferral / active EE | $2,661 | $7,076-62.4% | $9,133-70.9% | $4,300-38.1% |
| Admin fee / account holder | $18,263 | $10,489+74.1% | $13,899+31.4% | $6,925+163.7% |