Filed May 4, 2022 (most recent of 2 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 | $60,345 | $110,083-45.2% | $151,639-60.2% | $68,486-11.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -14.15% | -10.12%-4.0pp | 3.34%-17.5pp | -7.85%-6.3pp |
| Employer contribution / active EE | $6,065 | $4,470+35.7% | $6,165-1.6% | $2,597+133.6% |
| Participant deferral / active EE | $2,657 | $6,526-59.3% | $8,363-68.2% | $4,028-34.0% |
| Admin fee / account holder | $7,442 | $7,718-3.6% | $11,613-35.9% | $5,404+37.7% |